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 | $124,463 | $91,538+36.0% | $129,995-4.3% | $75,163+65.6% |
| Participation rate | 62.1% | 71.4%-9.4pp | 78.5%-16.4pp | 67.2%-5.1pp |
| Annual return | 16.56% | -631.11%+647.7pp | -137.18%+153.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,606 | $2,845-43.6% | $4,320-62.8% | $2,670-39.9% |
| Participant deferral / active EE | $5,145 | $4,341+18.5% | $5,820-11.6% | $4,125+24.7% |
| Admin fee / account holder | $309 | $6,790-95.5% | $10,614-97.1% | $5,651-94.5% |