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 | $141,325 | $109,881+28.6% | $150,045-5.8% | $84,808+66.6% |
| Participation rate | 42.9% | 76.1%-33.2pp | 82.3%-39.5pp | 68.3%-25.5pp |
| Annual return | 14.93% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,170 | $6,636-7.0% | $7,997-22.9% | $4,212+46.5% |
| Admin fee / account holder | $15,469 | $8,568+80.5% | $13,435+15.1% | $7,344+110.6% |