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 | $126,370 | $165,912-23.8% | $122,332+3.3% | $147,584-14.4% |
| Participation rate | 27.3% | 79.6%-52.3pp | 71.6%-44.4pp | 82.8%-55.6pp |
| Annual return | 17.49% | 34.55%-17.1pp | 30.27%-12.8pp | 578.55%-561.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $648 | $4,005-83.8% | $3,287-80.3% | $5,439-88.1% |
| Admin fee / account holder | $1,230 | $7,424-83.4% | $5,478-77.6% | $10,885-88.7% |