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 | $75,466 | $73,638+2.5% | $108,410-30.4% | $79,386-4.9% |
| Participation rate | 47.5% | 77.4%-29.9pp | 80.1%-32.7pp | 70.7%-23.2pp |
| Annual return | 19.20% | 33.27%-14.1pp | 905.27%-886.1pp | 116.85%-97.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,851 | $6,218-22.0% | $6,563-26.1% | $4,046+19.9% |
| Admin fee / account holder | $2,426 | $638+280.1% | $7,295-66.7% | $626+287.2% |