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 6-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 | $71,276 | $56,114+27.0% | $96,139-25.9% | $85,850-17.0% |
| Participation rate | 30.2% | 56.7%-26.6pp | 68.4%-38.3pp | 69.3%-39.2pp |
| Annual return | 13.09% | 42.30%-29.2pp | 191.94%-178.9pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,154 | $2,859+10.3% | $4,349-27.5% | $3,952-20.2% |
| Admin fee / account holder | $10,165 | $3,768+169.8% | $5,537+83.6% | $6,260+62.4% |