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 | $38,843 | $89,355-56.5% | $141,162-72.5% | $72,985-46.8% |
| Participation rate | 52.6% | 75.1%-22.5pp | 82.5%-29.9pp | 69.5%-16.9pp |
| Annual return | 54.38% | 111.85%-57.5pp | 71.39%-17.0pp | 81.00%-26.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,578 | $5,418+21.4% | $6,709-1.9% | $3,607+82.4% |
| Admin fee / account holder | $850 | $5,958-85.7% | $10,261-91.7% | $5,124-83.4% |