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 | $121,016 | $118,450+2.2% | $98,439+22.9% | $139,434-13.2% |
| Participation rate | 52.6% | 77.4%-24.8pp | 75.2%-22.5pp | 80.3%-27.7pp |
| Annual return | 18.69% | 18.94%-0.3pp | 21.16%-2.5pp | 372.94%-354.3pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,903 | $5,392-64.7% | $4,738-59.8% | $6,710-71.6% |
| Admin fee / account holder | $344 | $14,026-97.5% | $8,948-96.2% | $11,403-97.0% |