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 | $114,946 | $97,044+18.4% | $83,333+37.9% | $135,375-15.1% |
| Participation rate | 47.6% | 80.4%-32.8pp | 77.8%-30.1pp | 82.6%-35.0pp |
| Annual return | -8.28% | 12.31%-20.6pp | 10.63%-18.9pp | 519.73%-528.0pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,616 | $5,964-39.4% | $5,565-35.0% | $5,609-35.5% |
| Admin fee / account holder | $710 | $8,380-91.5% | $7,510-90.6% | $10,827-93.4% |