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 | $56,406 | $65,561-14.0% | $86,188-34.6% | $75,163-25.0% |
| Participation rate | 61.5% | 60.5%+1.1pp | 69.0%-7.4pp | 67.2%-5.7pp |
| Annual return | 14.15% | 46.05%-31.9pp | 1168.45%-1154.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,617 | $3,024+52.7% | $3,985+15.8% | $4,125+11.9% |
| Admin fee / account holder | $4,799 | $5,474-12.3% | $6,852-30.0% | $5,651-15.1% |