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 | $135,507 | $107,934+25.5% | $91,989+47.3% | $152,861-11.4% |
| Participation rate | 57.1% | 81.2%-24.0pp | 78.6%-21.5pp | 82.4%-25.3pp |
| Annual return | 21.95% | 89.24%-67.3pp | 69.02%-47.1pp | 345.32%-323.4pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,079 | $6,364-20.2% | $5,923-14.2% | $5,850-13.2% |
| Admin fee / account holder | $11,079 | $10,520+5.3% | $7,743+43.1% | $11,596-4.5% |