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 | $125,076 | $99,985+25.1% | $146,665-14.7% | $85,850+45.7% |
| Participation rate | 47.6% | 73.1%-25.4pp | 80.1%-32.5pp | 69.3%-21.7pp |
| Annual return | 14.55% | 18.93%-4.4pp | 22.74%-8.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,934 | $4,006-1.8% | $5,506-28.6% | $3,952-0.5% |
| Admin fee / account holder | $4,305 | $7,702-44.1% | $10,280-58.1% | $6,260-31.2% |