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 | $61,335 | $115,882-47.1% | $100,516-39.0% | $158,922-61.4% |
| Participation rate | 41.7% | 81.6%-39.9pp | 79.4%-37.7pp | 82.0%-40.3pp |
| Annual return | 13.19% | 34.79%-21.6pp | 30.89%-17.7pp | 302.83%-289.6pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,244 | $6,674-51.4% | $6,270-48.3% | $5,982-45.8% |
| Admin fee / account holder | $880 | $10,995-92.0% | $8,081-89.1% | $11,246-92.2% |