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 | $96,200 | $154,117-37.6% | $129,995-26.0% | $139,434-31.0% |
| Participation rate | 30.8% | 82.0%-51.2pp | 78.5%-47.7pp | 80.3%-49.5pp |
| Annual return | 13.86% | 32.48%-18.6pp | -137.18%+151.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,820-100.0% | $6,710-100.0% |
| Admin fee / account holder | $881 | $14,007-93.7% | $10,614-91.7% | $11,403-92.3% |