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 | $86,478 | $78,672+9.9% | $109,143-20.8% | $85,850+0.7% |
| Participation rate | 54.4% | 68.3%-13.9pp | 75.9%-21.5pp | 69.3%-14.9pp |
| Annual return | 17.17% | 25.09%-7.9pp | 25.75%-8.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,883 | $3,467+98.5% | $4,653+47.9% | $3,952+74.2% |
| Admin fee / account holder | $3,627 | $5,469-33.7% | $6,752-46.3% | $6,260-42.1% |