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 | $72,313 | $84,233-14.2% | $170,442-57.6% | $70,131+3.1% |
| Participation rate | 52.2% | 70.8%-18.6pp | 83.6%-31.4pp | 69.5%-17.3pp |
| Annual return | 14.75% | 23.06%-8.3pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,343 | $3,086-24.1% | $4,939-52.6% | $3,332-29.7% |
| Admin fee / account holder | $5,682 | $5,698-0.3% | $13,880-59.1% | $4,645+22.3% |