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 | $69,937 | $58,208+20.2% | $81,812-14.5% | $80,856-13.5% |
| Participation rate | 46.8% | 63.4%-16.7pp | 72.3%-25.6pp | 67.6%-20.9pp |
| Annual return | 11.67% | 41.66%-30.0pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,368 | $3,281+2.7% | $4,319-22.0% | $4,296-21.6% |
| Admin fee / account holder | $3,773 | $4,981-24.3% | $7,386-48.9% | $6,918-45.5% |