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 | $63,414 | $61,272+3.5% | $149,673-57.6% | $71,457-11.3% |
| Participation rate | 17.7% | 62.5%-44.8pp | 78.8%-61.1pp | 67.9%-50.2pp |
| Annual return | 20.45% | 35.85%-15.4pp | 134.42%-114.0pp | 28.85%-8.4pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,635 | $2,917-9.7% | $5,680-53.6% | $4,289-38.6% |
| Admin fee / account holder | $2,872 | $1,261+127.7% | $13,210-78.3% | $1,587+80.9% |