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 | $126,274 | $107,791+17.1% | $90,645+39.3% | $135,375-6.7% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | 11.65% | -0.90%+12.6pp | 1.88%+9.8pp | 519.73%-508.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,983 | $3,872-48.8% | $3,425-42.1% | $5,609-64.6% |
| Admin fee / account holder | $396 | $5,930-93.3% | $4,994-92.1% | $10,827-96.3% |