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 | $74,676 | $202,432-63.1% | $169,368-55.9% | $139,434-46.4% |
| Participation rate | 38.9% | 81.1%-42.2pp | 77.1%-38.3pp | 80.3%-41.4pp |
| Annual return | 12.70% | 531.74%-519.0pp | 405.60%-392.9pp | 372.94%-360.2pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,843 | $6,938-15.8% | $6,221-6.1% | $6,710-12.9% |
| Admin fee / account holder | $18,861 | $10,708+76.1% | $9,003+109.5% | $11,403+65.4% |