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 | $35,220 | $228,332-84.6% | $185,823-81.0% | $158,922-77.8% |
| Participation rate | 52.2% | 82.3%-30.1pp | 78.0%-25.9pp | 82.0%-29.8pp |
| Annual return | 12.55% | 40.80%-28.3pp | 35.95%-23.4pp | 302.83%-290.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,618 | $6,415-74.8% | $5,632-71.3% | $5,982-73.0% |
| Admin fee / account holder | $9,399 | $11,864-20.8% | $9,500-1.1% | $11,246-16.4% |