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 5-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 | $132,590 | $105,931+25.2% | $81,930+61.8% | $158,922-16.6% |
| Participation rate | 25.0% | 75.6%-50.6pp | 72.0%-47.0pp | 82.0%-57.0pp |
| Annual return | 13.60% | 38.17%-24.6pp | 29.49%-15.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,302 | $13,003-82.3% | $7,107-67.6% | $5,982-61.5% |
| Admin fee / account holder | $401 | $8,489-95.3% | $5,158-92.2% | $11,246-96.4% |