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 | $94,355 | $98,750-4.5% | $149,696-37.0% | $79,858+18.2% |
| Participation rate | 41.5% | 75.8%-34.3pp | 82.5%-41.0pp | 69.6%-28.1pp |
| Annual return | 12.92% | 27.43%-14.5pp | 276.60%-263.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,651 | $5,680-53.3% | $6,842-61.2% | $3,740-29.1% |
| Admin fee / account holder | $492 | $6,053-91.9% | $9,309-94.7% | $5,306-90.7% |