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 | $51,875 | $104,974-50.6% | $95,585-45.7% | $142,382-63.6% |
| Participation rate | 63.6% | 75.0%-11.3pp | 72.1%-8.4pp | 80.1%-16.5pp |
| Annual return | 16.26% | 210.33%-194.1pp | 38.56%-22.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,495 | $4,352+164.1% | $4,023+185.8% | $6,507+76.7% |
| Admin fee / account holder | $24,359 | $6,386+281.4% | $6,127+297.5% | $12,624+93.0% |