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 | $78,702 | $82,978-5.2% | $129,995-39.5% | $71,457+10.1% |
| Participation rate | 42.8% | 74.1%-31.3pp | 78.5%-35.7pp | 67.9%-25.2pp |
| Annual return | 21.40% | 20.60%+0.8pp | -137.18%+158.6pp | 28.85%-7.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,764 | $4,432+7.5% | $5,820-18.1% | $4,289+11.1% |
| Admin fee / account holder | $2,021 | $1,729+16.9% | $10,614-81.0% | $1,587+27.3% |