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 | $83,935 | $84,233-0.4% | $170,442-50.8% | $70,131+19.7% |
| Participation rate | 57.4% | 70.8%-13.5pp | 83.6%-26.2pp | 69.5%-12.2pp |
| Annual return | 20.04% | 23.06%-3.0pp | 205.93%-185.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,214 | $3,086+4.2% | $4,939-34.9% | $3,332-3.5% |
| Admin fee / account holder | $450 | $5,698-92.1% | $13,880-96.8% | $4,645-90.3% |