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 | $102,162 | $91,037+12.2% | $71,671+42.5% | $147,584-30.8% |
| Participation rate | 14.3% | 76.1%-61.8pp | 68.7%-54.5pp | 82.8%-68.5pp |
| Annual return | 13.70% | 20.48%-6.8pp | 20.65%-7.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $481 | $8,613-94.4% | $5,558-91.3% | $10,885-95.6% |