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 | $94,602 | $106,890-11.5% | $84,015+12.6% | $152,861-38.1% |
| Participation rate | 47.1% | 75.2%-28.2pp | 69.0%-22.0pp | 82.4%-35.4pp |
| Annual return | 22.81% | 104.99%-82.2pp | 71.31%-48.5pp | 345.32%-322.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,541 | $4,011-36.6% | $3,239-21.5% | $5,850-56.6% |
| Admin fee / account holder | $1,168 | $8,285-85.9% | $6,101-80.9% | $11,596-89.9% |