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 | $122,989 | $118,849+3.5% | $96,562+27.4% | $167,490-26.6% |
| Participation rate | 23.1% | 75.5%-52.4pp | 69.8%-46.7pp | 82.1%-59.0pp |
| Annual return | 12.65% | 50.49%-37.8pp | 37.78%-25.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $511 | $3,120-83.6% | $2,356-78.3% | $4,837-89.4% |
| Participant deferral / active EE | $1,281 | $4,616-72.3% | $3,849-66.7% | $6,341-79.8% |
| Admin fee / account holder | $1,020 | $8,065-87.4% | $6,181-83.5% | $12,309-91.7% |