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 | $96,813 | $99,877-3.1% | $84,966+13.9% | $145,922-33.7% |
| Participation rate | 54.2% | 74.1%-19.9pp | 67.5%-13.3pp | 80.3%-26.1pp |
| Annual return | 9.76% | 83.76%-74.0pp | 66.38%-56.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,582 | $5,291-51.2% | $4,519-42.9% | $6,688-61.4% |
| Admin fee / account holder | $24,997 | $7,248+244.9% | $6,149+306.5% | $13,397+86.6% |