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 | $101,240 | $228,332-55.7% | $185,823-45.5% | $158,922-36.3% |
| Participation rate | 47.6% | 82.3%-34.7pp | 78.0%-30.4pp | 82.0%-34.3pp |
| Annual return | 14.13% | 40.80%-26.7pp | 35.95%-21.8pp | 302.83%-288.7pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,917 | $6,415-23.3% | $5,632-12.7% | $5,982-17.8% |
| Admin fee / account holder | $34,673 | $11,864+192.3% | $9,500+265.0% | $11,246+208.3% |