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 | $57,324 | $84,696-32.3% | $75,696-24.3% | $167,490-65.8% |
| Participation rate | 38.1% | 77.8%-39.7pp | 74.8%-36.7pp | 82.1%-44.0pp |
| Annual return | 14.85% | 199.36%-184.5pp | 104.53%-89.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,593 | $4,580-65.2% | $3,821-58.3% | $6,341-74.9% |
| Admin fee / account holder | $35,879 | $5,355+570.0% | $3,619+891.4% | $12,309+191.5% |