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 | $72,821 | $53,516+36.1% | $126,539-42.5% | $84,808-14.1% |
| Participation rate | 20.0% | 58.2%-38.2pp | 69.8%-49.8pp | 68.3%-48.3pp |
| Annual return | 19.86% | 58.34%-38.5pp | 425.95%-406.1pp | 40.90%-21.0pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,760 | $2,671-34.1% | $4,083-56.9% | $4,212-58.2% |
| Admin fee / account holder | $5,927 | $4,497+31.8% | $6,065-2.3% | $7,344-19.3% |