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 | $65,467 | $44,960+45.6% | $84,966-22.9% | $74,495-12.1% |
| Participation rate | 0.0% | 49.4%-49.4pp | 67.5%-67.5pp | 67.2%-67.2pp |
| Annual return | 13.22% | 26.24%-13.0pp | 66.38%-53.2pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $392 | $1,457-73.1% | $2,727-85.6% | $2,623-85.0% |
| Participant deferral / active EE | $684 | $2,731-74.9% | $4,519-84.9% | $4,346-84.3% |
| Admin fee / account holder | $3,439 | $2,209+55.7% | $6,149-44.1% | $1,942+77.1% |