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 | $80,179 | $48,046+66.9% | $84,611-5.2% | $72,985+9.9% |
| Participation rate | 44.7% | 57.6%-12.9pp | 68.2%-23.6pp | 69.5%-24.8pp |
| Annual return | 22.97% | 37.38%-14.4pp | 258.74%-235.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,764 | $2,680+3.1% | $3,899-29.1% | $3,607-23.4% |
| Admin fee / account holder | $6,491 | $3,395+91.2% | $4,912+32.1% | $5,124+26.7% |