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 | $73,072 | $89,355-18.2% | $141,162-48.2% | $72,985+0.1% |
| Participation rate | 26.9% | 75.1%-48.2pp | 82.5%-55.5pp | 69.5%-42.6pp |
| Annual return | 20.77% | 111.85%-91.1pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,455 | $5,418-36.2% | $6,709-48.5% | $3,607-4.2% |
| Admin fee / account holder | $2,255 | $5,958-62.1% | $10,261-78.0% | $5,124-56.0% |