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 | $71,953 | $73,515-2.1% | $62,995+14.2% | $147,584-51.2% |
| Participation rate | 53.8% | 77.9%-24.0pp | 74.8%-21.0pp | 82.8%-29.0pp |
| Annual return | 13.22% | 175.43%-162.2pp | 87.57%-74.4pp | 578.55%-565.3pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,527 | $4,185+32.1% | $3,329+66.0% | $5,439+1.6% |
| Admin fee / account holder | $2,115 | $5,953-64.5% | $3,600-41.3% | $10,885-80.6% |