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 | $30,790 | $53,822-42.8% | $75,696-59.3% | $85,850-64.1% |
| Participation rate | 50.0% | 69.1%-19.1pp | 74.8%-24.8pp | 69.3%-19.3pp |
| Annual return | 27.56% | 24.54%+3.0pp | 104.53%-77.0pp | 318.53%-291.0pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,027 | $2,895+39.1% | $3,821+5.4% | $3,952+1.9% |
| Admin fee / account holder | $7,146 | $3,343+113.8% | $3,619+97.5% | $6,260+14.2% |