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 | $80,755 | $56,053+44.1% | $75,972+6.3% | $80,856-0.1% |
| Participation rate | 40.2% | 62.0%-21.8pp | 69.1%-28.8pp | 67.6%-27.4pp |
| Annual return | 11.97% | 20.53%-8.6pp | 359.55%-347.6pp | 35.59%-23.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,108 | $3,052-63.7% | $4,255-74.0% | $4,296-74.2% |
| Admin fee / account holder | $2,090 | $5,234-60.1% | $6,467-67.7% | $6,918-69.8% |