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 | $117,475 | $93,571+25.5% | $135,903-13.6% | $75,163+56.3% |
| Participation rate | 52.8% | 75.2%-22.3pp | 81.9%-29.1pp | 67.2%-14.4pp |
| Annual return | 23.97% | 30.90%-6.9pp | 68.23%-44.3pp | 160.62%-136.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,354 | $6,404-16.4% | $7,758-31.0% | $4,125+29.8% |
| Admin fee / account holder | $41,003 | $6,975+487.8% | $10,762+281.0% | $5,651+625.6% |