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 | $28,166 | $89,355-68.5% | $141,162-80.0% | $72,985-61.4% |
| Participation rate | 62.3% | 75.1%-12.8pp | 82.5%-20.2pp | 69.5%-7.2pp |
| Annual return | 33.02% | 111.85%-78.8pp | 71.39%-38.4pp | 81.00%-48.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,854 | $5,418+45.0% | $6,709+17.1% | $3,607+117.7% |
| Admin fee / account holder | $1,049 | $5,958-82.4% | $10,261-89.8% | $5,124-79.5% |