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 | $119,752 | $58,694+104.0% | $142,863-16.2% | $85,850+39.5% |
| Participation rate | 56.0% | 58.5%-2.5pp | 71.9%-15.9pp | 69.3%-13.3pp |
| Annual return | 12.67% | 27.72%-15.1pp | 5637.54%-5624.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,936 | $1,423+36.1% | $4,144-53.3% | $2,565-24.5% |
| Participant deferral / active EE | $4,563 | $2,607+75.0% | $3,837+18.9% | $3,952+15.5% |
| Admin fee / account holder | $13,004 | $4,239+206.8% | $6,560+98.2% | $6,260+107.7% |