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 | $100,238 | $89,355+12.2% | $141,162-29.0% | $72,985+37.3% |
| Participation rate | 59.3% | 75.1%-15.9pp | 82.5%-23.2pp | 69.5%-10.2pp |
| Annual return | 21.63% | 111.85%-90.2pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,083 | $5,418+30.7% | $6,709+5.6% | $3,607+96.3% |
| Admin fee / account holder | $34,658 | $5,958+481.7% | $10,261+237.8% | $5,124+576.3% |