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 | $131,303 | $109,881+19.5% | $150,045-12.5% | $84,808+54.8% |
| Participation rate | 53.8% | 76.1%-22.2pp | 82.3%-28.5pp | 68.3%-14.5pp |
| Annual return | 15.77% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,190 | $6,636+23.4% | $7,997+2.4% | $4,212+94.5% |
| Admin fee / account holder | $9,816 | $8,568+14.6% | $13,435-26.9% | $7,344+33.7% |