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 | $59,612 | $57,281+4.1% | $86,612-31.2% | $75,163-20.7% |
| Participation rate | 60.9% | 63.2%-2.3pp | 71.7%-10.8pp | 67.2%-6.3pp |
| Annual return | 13.88% | 2670.75%-2656.9pp | 591.07%-577.2pp | 160.62%-146.7pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,416 | $3,318+63.2% | $4,438+22.0% | $4,125+31.3% |
| Admin fee / account holder | $1,739 | $4,112-57.7% | $5,614-69.0% | $5,651-69.2% |