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 | $77,261 | $133,922-42.3% | $116,228-33.5% | $142,382-45.7% |
| Participation rate | 22.2% | 77.9%-55.6pp | 74.6%-52.3pp | 80.1%-57.9pp |
| Annual return | 16.19% | 147.76%-131.6pp | 90.06%-73.9pp | 217.08%-200.9pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,840 | $5,672-67.6% | $4,953-62.9% | $6,507-71.7% |
| Admin fee / account holder | $496 | $14,945-96.7% | $11,989-95.9% | $12,624-96.1% |