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 | $74,370 | $48,046+54.8% | $84,611-12.1% | $72,985+1.9% |
| Participation rate | 22.8% | 57.6%-34.8pp | 68.2%-45.4pp | 69.5%-46.7pp |
| Annual return | 28.50% | 37.38%-8.9pp | 258.74%-230.2pp | 81.00%-52.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,205 | $2,680-55.0% | $3,899-69.1% | $3,607-66.6% |
| Admin fee / account holder | $2,194 | $3,395-35.4% | $4,912-55.3% | $5,124-57.2% |