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 | $122,298 | $79,171+54.5% | $102,423+19.4% | $74,495+64.2% |
| Participation rate | 37.5% | 74.8%-37.3pp | 76.5%-39.0pp | 67.2%-29.7pp |
| Annual return | 28.39% | 54.93%-26.5pp | 29.32%-0.9pp | 1364.94%-1336.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,487 | $4,415-43.7% | $5,053-50.8% | $4,346-42.8% |
| Admin fee / account holder | $12,457 | $2,001+522.6% | $9,451+31.8% | $1,942+541.5% |