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 | $68,667 | $98,750-30.5% | $149,696-54.1% | $79,858-14.0% |
| Participation rate | 32.1% | 75.8%-43.6pp | 82.5%-50.3pp | 69.6%-37.5pp |
| Annual return | 18.83% | 27.43%-8.6pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,739 | $5,680-34.2% | $6,842-45.4% | $3,7400% |
| Admin fee / account holder | $43,818 | $6,053+624.0% | $9,309+370.7% | $5,306+725.8% |