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 | $31,557 | $217,402-85.5% | $185,823-83.0% | $167,490-81.2% |
| Participation rate | 61.1% | 86.0%-24.9pp | 81.7%-20.6pp | 82.1%-21.0pp |
| Annual return | 14.96% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,737 | $6,356-56.9% | $5,568-50.8% | $6,341-56.8% |
| Admin fee / account holder | $345 | $19,811-98.3% | $16,237-97.9% | $12,309-97.2% |