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 | $68,017 | $44,960+51.3% | $84,966-19.9% | $74,495-8.7% |
| Participation rate | 63.9% | 49.4%+14.5pp | 67.5%-3.6pp | 67.2%-3.3pp |
| Annual return | 12.74% | 26.24%-13.5pp | 66.38%-53.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,442 | $2,731+26.1% | $4,519-23.8% | $4,346-20.8% |
| Admin fee / account holder | $7,579 | $2,209+243.1% | $6,149+23.3% | $1,942+290.3% |