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 | $45,717 | $102,317-55.3% | $146,958-68.9% | $80,856-43.5% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.2%-21.0pp | 67.6%-6.5pp |
| Annual return | 13.56% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,961 | $6,644+19.8% | $8,070-1.3% | $4,296+85.3% |
| Admin fee / account holder | $5,895 | $7,941-25.8% | $12,998-54.6% | $6,918-14.8% |