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 | $67,933 | $142,405-52.3% | $115,157-41.0% | $152,861-55.6% |
| Participation rate | 57.1% | 82.4%-25.2pp | 75.9%-18.8pp | 82.4%-25.3pp |
| Annual return | 19.23% | 41.48%-22.2pp | 35.60%-16.4pp | 345.32%-326.1pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,120 | $5,164-39.6% | $4,168-25.1% | $5,850-46.7% |
| Admin fee / account holder | $461 | $8,462-94.6% | $7,088-93.5% | $11,596-96.0% |