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 | $110,740 | $85,766+29.1% | $136,294-18.7% | $70,131+57.9% |
| Participation rate | 60.9% | 74.2%-13.3pp | 81.9%-21.1pp | 69.5%-8.7pp |
| Annual return | 19.64% | 31.45%-11.8pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,443 | $5,051-31.8% | $6,247-44.9% | $3,332+3.3% |
| Admin fee / account holder | $1,208 | $5,420-77.7% | $9,243-86.9% | $4,645-74.0% |