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 | $70,713 | $67,984+4.0% | $65,493+8.0% | $74,304-4.8% |
| Participation rate | 43.9% | 66.3%-22.4pp | 73.1%-29.2pp | 60.3%-16.4pp |
| Annual return | 13.21% | 19.87%-6.7pp | 982.45%-969.2pp | 29.43%-16.2pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,055 | $3,346-8.7% | $3,961-22.9% | $3,767-18.9% |
| Admin fee / account holder | $5,411 | $1,373+294.1% | $5,028+7.6% | $2,969+82.3% |