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 | $95,334 | $86,286+10.5% | $111,297-14.3% | $85,850+11.0% |
| Participation rate | 61.0% | 73.3%-12.4pp | 77.3%-16.3pp | 69.3%-8.3pp |
| Annual return | 17.98% | 19.99%-2.0pp | 54.65%-36.7pp | 318.53%-300.6pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,232 | $3,641-11.2% | $4,487-28.0% | $3,952-18.2% |
| Admin fee / account holder | $6,507 | $8,188-20.5% | $7,964-18.3% | $6,260+3.9% |