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 | $69,719 | $95,416-26.9% | $185,823-62.5% | $85,850-18.8% |
| Participation rate | 51.9% | 68.8%-16.9pp | 81.7%-29.8pp | 69.3%-17.5pp |
| Annual return | 18.01% | 23.59%-5.6pp | 122.05%-104.0pp | 318.53%-300.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,725 | $3,423+67.2% | $5,568+2.8% | $3,952+44.9% |
| Admin fee / account holder | $882 | $7,213-87.8% | $16,237-94.6% | $6,260-85.9% |