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 | $54,092 | $49,922+8.4% | $80,569-32.9% | $75,163-28.0% |
| Participation rate | 20.8% | 55.3%-34.5pp | 67.0%-46.2pp | 67.2%-46.4pp |
| Annual return | 21.41% | 34.69%-13.3pp | 935.43%-914.0pp | 160.62%-139.2pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,071 | $2,990+136.5% | $4,447+59.0% | $4,125+71.4% |
| Admin fee / account holder | $2,199 | $3,577-38.5% | $5,377-59.1% | $5,651-61.1% |