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 | $125,057 | $65,395+91.2% | $182,532-31.5% | $72,985+71.3% |
| Participation rate | 34.1% | 65.4%-31.3pp | 78.0%-43.8pp | 69.5%-35.3pp |
| Annual return | 23.44% | 27.68%-4.2pp | 148.54%-125.1pp | 81.00%-57.6pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,800 | $3,563-49.5% | $5,524-67.4% | $3,607-50.1% |
| Admin fee / account holder | $1,190 | $4,245-72.0% | $8,592-86.2% | $5,124-76.8% |