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 | $53,364 | $118,849-55.1% | $96,562-44.7% | $167,490-68.1% |
| Participation rate | 38.9% | 75.5%-36.6pp | 69.8%-30.9pp | 82.1%-43.2pp |
| Annual return | 13.90% | 50.49%-36.6pp | 37.78%-23.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,050 | $4,616-55.6% | $3,849-46.7% | $6,341-67.7% |
| Admin fee / account holder | $6,475 | $8,065-19.7% | $6,181+4.8% | $12,309-47.4% |