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 | $82,376 | $53,127+55.1% | $86,590-4.9% | $70,131+17.5% |
| Participation rate | 59.0% | 65.3%-6.3pp | 73.5%-14.5pp | 69.5%-10.5pp |
| Annual return | 16.44% | 27.66%-11.2pp | 964.84%-948.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,724 | $2,696+1.0% | $3,609-24.5% | $3,332-18.2% |
| Admin fee / account holder | $6,934 | $3,585+93.4% | $4,906+41.3% | $4,645+49.3% |