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 | $53,465 | $39,019+37.0% | $80,716-33.8% | $85,850-37.7% |
| Participation rate | 33.9% | 41.5%-7.6pp | 54.2%-20.3pp | 69.3%-35.4pp |
| Annual return | 14.89% | 26.27%-11.4pp | 87.28%-72.4pp | 318.53%-303.6pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $763 | $1,326-42.4% | $2,146-64.4% | $3,952-80.7% |
| Admin fee / account holder | $392 | $2,431-83.9% | $3,380-88.4% | $6,260-93.7% |