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 9-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 | $60,960 | $60,892+0.1% | $82,389-26.0% | $84,808-28.1% |
| Participation rate | 38.5% | 63.3%-24.8pp | 69.5%-31.1pp | 68.3%-29.8pp |
| Annual return | 17.36% | 37.29%-19.9pp | 28.67%-11.3pp | 40.90%-23.5pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,958 | $3,179-6.9% | $4,155-28.8% | $4,212-29.8% |
| Admin fee / account holder | $9,252 | $5,467+69.2% | $7,231+28.0% | $7,344+26.0% |