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 | $139,091 | $100,773+38.0% | $88,946+56.4% | $142,382-2.3% |
| Participation rate | 64.3% | 74.3%-10.0pp | 68.8%-4.6pp | 80.1%-15.8pp |
| Annual return | 15.11% | 70.18%-55.1pp | 57.82%-42.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $900 | $5,230-82.8% | $4,581-80.4% | $6,507-86.2% |
| Admin fee / account holder | $961 | $9,693-90.1% | $8,261-88.4% | $12,624-92.4% |