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 | $101,778 | $176,377-42.3% | $134,143-24.1% | $158,922-36.0% |
| Participation rate | 8.3% | 78.7%-70.4pp | 72.2%-63.8pp | 82.0%-73.6pp |
| Annual return | 21.13% | 63.63%-42.5pp | 36.33%-15.2pp | 302.83%-281.7pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $86 | $4,091-97.9% | $3,499-97.5% | $5,982-98.6% |
| Admin fee / account holder | $3,916 | $8,718-55.1% | $6,684-41.4% | $11,246-65.2% |