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 | $60,932 | $107,934-43.5% | $91,989-33.8% | $152,861-60.1% |
| Participation rate | 61.9% | 81.2%-19.3pp | 78.6%-16.7pp | 82.4%-20.5pp |
| Annual return | 17.57% | 89.24%-71.7pp | 69.02%-51.4pp | 345.32%-327.7pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,370 | $6,364-47.0% | $5,923-43.1% | $5,850-42.4% |
| Admin fee / account holder | $3,059 | $10,520-70.9% | $7,743-60.5% | $11,596-73.6% |