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 | $83,797 | $106,890-21.6% | $84,015-0.3% | $152,861-45.2% |
| Participation rate | 59.1% | 75.2%-16.1pp | 69.0%-9.9pp | 82.4%-23.4pp |
| Annual return | 19.30% | 104.99%-85.7pp | 71.31%-52.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,484 | $4,011+61.6% | $3,239+100.2% | $5,850+10.8% |
| Admin fee / account holder | $5,750 | $8,285-30.6% | $6,101-5.8% | $11,596-50.4% |