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 | $104,250 | $49,922+108.8% | $80,569+29.4% | $75,163+38.7% |
| Participation rate | 61.5% | 55.3%+6.2pp | 67.0%-5.5pp | 67.2%-5.7pp |
| Annual return | 16.04% | 34.69%-18.7pp | 935.43%-919.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,614 | $2,990-12.6% | $4,447-41.2% | $4,125-36.6% |
| Admin fee / account holder | $1,249 | $3,577-65.1% | $5,377-76.8% | $5,651-77.9% |