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 | $67,781 | $102,317-33.8% | $146,958-53.9% | $80,856-16.2% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.2%-24.5pp | 67.6%-9.9pp |
| Annual return | 17.64% | 134.76%-117.1pp | 418.34%-400.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,612 | $3,713-29.7% | $4,933-47.1% | $2,755-5.2% |
| Participant deferral / active EE | $4,753 | $6,644-28.5% | $8,070-41.1% | $4,296+10.7% |
| Admin fee / account holder | $17,408 | $7,941+119.2% | $12,998+33.9% | $6,918+151.6% |