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 | $56,198 | $49,922+12.6% | $80,569-30.2% | $75,163-25.2% |
| Participation rate | 26.4% | 55.3%-28.9pp | 67.0%-40.6pp | 67.2%-40.8pp |
| Annual return | 18.50% | 34.69%-16.2pp | 935.43%-916.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,581 | $2,990-13.7% | $4,447-42.0% | $4,125-37.4% |
| Admin fee / account holder | $645 | $3,577-82.0% | $5,377-88.0% | $5,651-88.6% |