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 | $70,788 | $65,409+8.2% | $98,442-28.1% | $85,850-17.5% |
| Participation rate | 55.8% | 65.0%-9.2pp | 73.3%-17.6pp | 69.3%-13.5pp |
| Annual return | 16.08% | 21.76%-5.7pp | 1492.73%-1476.6pp | 318.53%-302.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,275 | $3,166-28.2% | $4,276-46.8% | $3,952-42.4% |
| Admin fee / account holder | $6,614 | $4,593+44.0% | $5,949+11.2% | $6,260+5.7% |