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 | $72,878 | $89,753-18.8% | $107,525-32.2% | $84,808-14.1% |
| Participation rate | 37.8% | 68.1%-30.2pp | 75.1%-37.2pp | 68.3%-30.5pp |
| Annual return | 15.03% | 29.48%-14.4pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,931 | $4,056-52.4% | $5,116-62.3% | $4,212-54.2% |
| Admin fee / account holder | $963 | $7,222-86.7% | $8,919-89.2% | $7,344-86.9% |