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 | $90,578 | $95,416-5.1% | $185,823-51.3% | $85,850+5.5% |
| Participation rate | 69.7% | 68.8%+1.0pp | 81.7%-12.0pp | 69.3%+0.4pp |
| Annual return | 12.48% | 23.59%-11.1pp | 122.05%-109.6pp | 318.53%-306.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,072 | $3,423-39.5% | $5,568-62.8% | $3,952-47.6% |
| Admin fee / account holder | $19,501 | $7,213+170.4% | $16,237+20.1% | $6,260+211.5% |