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 | $61,435 | $48,046+27.9% | $84,611-27.4% | $72,985-15.8% |
| Participation rate | 48.1% | 57.6%-9.4pp | 68.2%-20.1pp | 69.5%-21.3pp |
| Annual return | 18.71% | 37.38%-18.7pp | 258.74%-240.0pp | 81.00%-62.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,455 | $2,680-8.4% | $3,899-37.0% | $3,607-32.0% |
| Admin fee / account holder | $8,151 | $3,395+140.1% | $4,912+65.9% | $5,124+59.1% |