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 | $95,731 | $98,750-3.1% | $149,696-36.0% | $79,858+19.9% |
| Participation rate | 25.3% | 75.8%-50.5pp | 82.5%-57.2pp | 69.6%-44.3pp |
| Annual return | 16.38% | 27.43%-11.0pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,378 | $5,680-58.1% | $6,842-65.2% | $3,740-36.4% |
| Admin fee / account holder | $1,009 | $6,053-83.3% | $9,309-89.2% | $5,306-81.0% |