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 | $61,467 | $54,705+12.4% | $71,209-13.7% | $84,808-27.5% |
| Participation rate | 63.0% | 64.1%-1.1pp | 73.8%-10.8pp | 68.3%-5.3pp |
| Annual return | 18.81% | 35.90%-17.1pp | 282.51%-263.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,561 | $3,030-48.5% | $4,175-62.6% | $4,212-62.9% |
| Admin fee / account holder | $15,370 | $4,863+216.0% | $5,349+187.4% | $7,344+109.3% |