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 | $83,263 | $108,919-23.6% | $100,391-17.1% | $145,922-42.9% |
| Participation rate | 35.3% | 82.9%-47.6pp | 81.5%-46.2pp | 80.3%-45.0pp |
| Annual return | 12.96% | 57.88%-44.9pp | 49.20%-36.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,115 | $8,445-39.4% | $8,082-36.7% | $6,688-23.5% |
| Admin fee / account holder | $17,700 | $9,689+82.7% | $7,899+124.1% | $13,397+32.1% |