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 | $131,753 | $85,202+54.6% | $172,739-23.7% | $72,985+80.5% |
| Participation rate | 55.1% | 70.1%-15.0pp | 82.6%-27.5pp | 69.5%-14.4pp |
| Annual return | 22.22% | 27.32%-5.1pp | 802.84%-780.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,675 | $3,324-49.6% | $5,143-67.4% | $2,440-31.3% |
| Participant deferral / active EE | $4,775 | $3,260+46.5% | $5,198-8.1% | $3,607+32.4% |
| Admin fee / account holder | $6,808 | $5,884+15.7% | $13,954-51.2% | $5,124+32.9% |