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 | $121,903 | $91,538+33.2% | $129,995-6.2% | $75,163+62.2% |
| Participation rate | 52.6% | 71.4%-18.8pp | 78.5%-25.9pp | 67.2%-14.6pp |
| Annual return | 13.89% | -631.11%+645.0pp | -137.18%+151.1pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,547 | $2,845-45.6% | $4,320-64.2% | $2,670-42.1% |
| Participant deferral / active EE | $3,317 | $4,341-23.6% | $5,820-43.0% | $4,125-19.6% |
| Admin fee / account holder | $8,570 | $6,790+26.2% | $10,614-19.3% | $5,651+51.7% |