See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,665 | $61,774-24.5% | $97,226-52.0% | $80,856-42.3% |
| Participation rate | 33.3% | 63.5%-30.2pp | 72.7%-39.4pp | 67.6%-34.3pp |
| Annual return | 12.81% | -557.90%+570.7pp | 75.13%-62.3pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $996 | $3,029-67.1% | $4,264-76.6% | $4,296-76.8% |
| Admin fee / account holder | $402 | $5,166-92.2% | $5,654-92.9% | $6,918-94.2% |