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 | $139,395 | $99,877+39.6% | $84,966+64.1% | $145,922-4.5% |
| Participation rate | 23.5% | 74.1%-50.6pp | 67.5%-44.0pp | 80.3%-56.7pp |
| Annual return | 14.14% | 83.76%-69.6pp | 66.38%-52.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,000 | $5,291-62.2% | $4,519-55.7% | $6,688-70.1% |
| Admin fee / account holder | $2,045 | $7,248-71.8% | $6,149-66.7% | $13,397-84.7% |