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 | $61,746 | $59,101+4.5% | $77,163-20.0% | $75,163-17.9% |
| Participation rate | 37.6% | 63.9%-26.2pp | 69.6%-31.9pp | 67.2%-29.6pp |
| Annual return | 20.34% | 26.71%-6.4pp | 37.87%-17.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,410 | $2,999-53.0% | $3,833-63.2% | $4,125-65.8% |
| Admin fee / account holder | $4,043 | $4,774-15.3% | $5,472-26.1% | $5,651-28.5% |