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 | $139,248 | $176,812-21.2% | $146,665-5.1% | $167,490-16.9% |
| Participation rate | 38.9% | 83.6%-44.7pp | 80.1%-41.2pp | 82.1%-43.2pp |
| Annual return | 13.65% | 24.03%-10.4pp | 22.74%-9.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,096 | $5,160-59.4% | $4,136-49.3% | $4,837-56.7% |
| Participant deferral / active EE | $8,638 | $6,440+34.1% | $5,506+56.9% | $6,341+36.2% |
| Admin fee / account holder | $320,756 | $13,259+2319.1% | $10,280+3020.3% | $12,309+2505.9% |