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 | $16,497 | $99,918-83.5% | $81,382-79.7% | $145,922-88.7% |
| Participation rate | 63.2% | 74.2%-11.0pp | 69.5%-6.3pp | 80.3%-17.1pp |
| Annual return | 52.81% | 34.32%+18.5pp | 24.73%+28.1pp | 561.29%-508.5pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,861 | $4,605-59.6% | $3,883-52.1% | $6,688-72.2% |
| Admin fee / account holder | $1,204 | $8,212-85.3% | $5,768-79.1% | $13,397-91.0% |