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 | $80,053 | $62,327+28.4% | $120,354-33.5% | $74,495+7.5% |
| Participation rate | 26.9% | 56.8%-29.9pp | 71.9%-45.0pp | 67.2%-40.3pp |
| Annual return | 11.15% | 18.61%-7.5pp | 107.15%-96.0pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $3,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,068 | $2,893-63.1% | $4,991-78.6% | $4,346-75.4% |
| Admin fee / account holder | $5,481 | $2,396+128.8% | $9,423-41.8% | $1,942+182.3% |