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 | $69,375 | $51,175+35.6% | $70,515-1.6% | $75,163-7.7% |
| Participation rate | 41.8% | 60.9%-19.2pp | 68.3%-26.6pp | 67.2%-25.4pp |
| Annual return | 14.81% | 30.02%-15.2pp | 32.77%-18.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,200 | $2,849-57.9% | $4,567-73.7% | $4,125-70.9% |
| Admin fee / account holder | $357 | $4,091-91.3% | $6,412-94.4% | $5,651-93.7% |