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 | $66,816 | $78,705-15.1% | $117,854-43.3% | $70,131-4.7% |
| Participation rate | 45.2% | 73.2%-28.0pp | 79.7%-34.5pp | 69.5%-24.4pp |
| Annual return | 16.67% | 23.30%-6.6pp | 335.08%-318.4pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,104 | $3,297+54.8% | $4,482+13.9% | $3,332+53.2% |
| Admin fee / account holder | $1,934 | $5,065-61.8% | $8,020-75.9% | $4,645-58.4% |