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 | $39,099 | $99,918-60.9% | $81,382-52.0% | $145,922-73.2% |
| Participation rate | 54.5% | 74.2%-19.6pp | 69.5%-14.9pp | 80.3%-25.7pp |
| Annual return | 11.58% | 34.32%-22.7pp | 24.73%-13.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,308 | $4,605-71.6% | $3,883-66.3% | $6,688-80.4% |
| Admin fee / account holder | $24,815 | $8,212+202.2% | $5,768+330.2% | $13,397+85.2% |