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 | $54,612 | $56,053-2.6% | $75,972-28.1% | $80,856-32.5% |
| Participation rate | 56.0% | 62.0%-6.0pp | 69.1%-13.1pp | 67.6%-11.6pp |
| Annual return | 12.74% | 20.53%-7.8pp | 359.55%-346.8pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,598 | $3,052+181.7% | $4,255+102.0% | $4,296+100.2% |
| Admin fee / account holder | $525 | $5,234-90.0% | $6,467-91.9% | $6,918-92.4% |