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 | $60,772 | $100,773-39.7% | $88,946-31.7% | $142,382-57.3% |
| Participation rate | 38.1% | 74.3%-36.2pp | 68.8%-30.8pp | 80.1%-42.0pp |
| Annual return | 15.80% | 70.18%-54.4pp | 57.82%-42.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,811 | $5,230-46.3% | $4,581-38.6% | $6,507-56.8% |
| Admin fee / account holder | $493 | $9,693-94.9% | $8,261-94.0% | $12,624-96.1% |