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 | $130,199 | $125,758+3.5% | $169,993-23.4% | $75,163+73.2% |
| Participation rate | 58.2% | 83.6%-25.4pp | 87.0%-28.8pp | 67.2%-9.0pp |
| Annual return | 17.80% | 27.20%-9.4pp | 53.37%-35.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,521 | $6,837-19.2% | $10,408-46.9% | $4,125+33.8% |
| Admin fee / account holder | $6,202 | $8,173-24.1% | $12,815-51.6% | $5,651+9.7% |