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 | $97,833 | $98,240-0.4% | $82,313+18.9% | $147,584-33.7% |
| Participation rate | 65.2% | 79.7%-14.5pp | 76.9%-11.7pp | 82.8%-17.6pp |
| Annual return | 16.07% | 30.85%-14.8pp | 25.88%-9.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,297 | $4,383+20.9% | $3,706+42.9% | $5,439-2.6% |
| Admin fee / account holder | $5,465 | $8,563-36.2% | $5,608-2.5% | $10,885-49.8% |