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 | $121,629 | $101,883+19.4% | $453,369-73.2% | $85,850+41.7% |
| Participation rate | 40.7% | 72.3%-31.6pp | 78.0%-37.3pp | 69.3%-28.6pp |
| Annual return | 17.63% | 25.38%-7.7pp | 64.40%-46.8pp | 318.53%-300.9pp |
| Employer contribution / active EE | $0 | $2,847-100.0% | $4,070-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,105 | $4,782-56.0% | $6,209-66.1% | $3,952-46.7% |
| Admin fee / account holder | $8,175 | $5,706+43.3% | $11,209-27.1% | $6,260+30.6% |