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 | $13,124 | $77,899-83.2% | $149,673-91.2% | $75,163-82.5% |
| Participation rate | 51.5% | 65.6%-14.1pp | 78.8%-27.3pp | 67.2%-15.7pp |
| Annual return | 19.72% | 31.72%-12.0pp | 134.42%-114.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,092 | $3,411-68.0% | $5,680-80.8% | $4,125-73.5% |
| Admin fee / account holder | $2,430 | $5,956-59.2% | $13,210-81.6% | $5,651-57.0% |