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 | $91,412 | $118,849-23.1% | $96,562-5.3% | $167,490-45.4% |
| Participation rate | 42.1% | 75.5%-33.4pp | 69.8%-27.7pp | 82.1%-40.0pp |
| Annual return | 13.45% | 50.49%-37.0pp | 37.78%-24.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,594 | $4,616-65.5% | $3,849-58.6% | $6,341-74.9% |
| Admin fee / account holder | $845 | $8,065-89.5% | $6,181-86.3% | $12,309-93.1% |