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 | $121,672 | $107,334+13.4% | $92,893+31.0% | $152,861-20.4% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 13.52% | 145.58%-132.1pp | 109.41%-95.9pp | 345.32%-331.8pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,587 | $4,845+15.3% | $4,236+31.9% | $5,850-4.5% |
| Admin fee / account holder | $4,079 | $7,079-42.4% | $5,794-29.6% | $11,596-64.8% |