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 | $49,412 | $75,828-34.8% | $147,614-66.5% | $59,632-17.1% |
| Participation rate | 14.8% | 71.6%-56.8pp | 84.6%-69.8pp | 68.7%-53.9pp |
| Annual return | 5.93% | 0.37%+5.6pp | 61.98%-56.1pp | 2041.28%-2035.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,197 | $3,130-61.8% | $4,895-75.6% | $3,192-62.5% |
| Admin fee / account holder | $1,012 | $5,985-83.1% | $11,611-91.3% | $4,297-76.4% |