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 | $210,750 | $201,272+4.7% | $184,203+14.4% | $145,922+44.4% |
| Participation rate | 30.8% | 87.5%-56.7pp | 86.8%-56.0pp | 80.3%-49.5pp |
| Annual return | 9.71% | 29.00%-19.3pp | 28.81%-19.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,682 | $9,806-42.1% | $9,131-37.8% | $6,688-15.0% |
| Admin fee / account holder | $7,545 | $16,364-53.9% | $13,901-45.7% | $13,397-43.7% |