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 | $49,535 | $152,587-67.5% | $125,175-60.4% | $152,861-67.6% |
| Participation rate | 31.6% | 83.3%-51.8pp | 79.8%-48.2pp | 82.4%-50.9pp |
| Annual return | 21.21% | 54.84%-33.6pp | 43.79%-22.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,995 | $5,868-66.0% | $4,937-59.6% | $5,850-65.9% |
| Admin fee / account holder | $1,150 | $13,434-91.4% | $9,702-88.1% | $11,596-90.1% |