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 | $81,651 | $105,859-22.9% | $90,160-9.4% | $147,584-44.7% |
| Participation rate | 27.3% | 79.7%-52.5pp | 76.9%-49.6pp | 82.8%-55.6pp |
| Annual return | 14.13% | 37.63%-23.5pp | 34.88%-20.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,734 | $5,733-52.3% | $5,288-48.3% | $5,439-49.7% |
| Admin fee / account holder | $14,802 | $8,046+84.0% | $5,943+149.1% | $10,885+36.0% |