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 | $34,691 | $49,227-29.5% | $70,449-50.8% | $79,858-56.6% |
| Participation rate | 63.3% | 69.2%-5.8pp | 75.1%-11.7pp | 69.6%-6.3pp |
| Annual return | 16.54% | 30.06%-13.5pp | 109.03%-92.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,497 | $2,768-45.9% | $3,709-59.6% | $3,740-60.0% |
| Admin fee / account holder | $576 | $2,878-80.0% | $3,845-85.0% | $5,306-89.1% |