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 | $48,769 | $81,632-40.3% | $70,449-30.8% | $158,922-69.3% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.1%-12.6pp | 82.0%-19.5pp |
| Annual return | 13.42% | 208.40%-195.0pp | 109.03%-95.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,020 | $4,554-55.6% | $3,709-45.5% | $5,982-66.2% |
| Admin fee / account holder | $1,447 | $6,193-76.6% | $3,845-62.4% | $11,246-87.1% |