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 | $73,052 | $77,660-5.9% | $109,143-33.1% | $79,386-8.0% |
| Participation rate | 45.6% | 67.8%-22.2pp | 75.9%-30.2pp | 70.7%-25.1pp |
| Annual return | 14.74% | 23.44%-8.7pp | 25.75%-11.0pp | 116.85%-102.1pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,053 | $3,518+15.2% | $4,653-12.9% | $4,046+0.2% |
| Admin fee / account holder | $8,366 | $732+1042.6% | $6,752+23.9% | $626+1235.5% |