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 | $58,796 | $58,512+0.5% | $84,015-30.0% | $72,985-19.4% |
| Participation rate | 42.1% | 61.2%-19.1pp | 69.0%-26.9pp | 69.5%-27.4pp |
| Annual return | 19.99% | 28.93%-8.9pp | 71.31%-51.3pp | 81.00%-61.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,017 | $2,394-15.7% | $3,239-37.7% | $3,607-44.1% |
| Admin fee / account holder | $13,842 | $4,569+203.0% | $6,101+126.9% | $5,124+170.1% |