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 | $80,036 | $154,117-48.1% | $129,995-38.4% | $139,434-42.6% |
| Participation rate | 45.0% | 82.0%-37.0pp | 78.5%-33.5pp | 80.3%-35.3pp |
| Annual return | 15.63% | 32.48%-16.8pp | -137.18%+152.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,968 | $6,710-40.9% | $5,820-31.8% | $6,710-40.9% |
| Admin fee / account holder | $1,132 | $14,007-91.9% | $10,614-89.3% | $11,403-90.1% |