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 | $124,894 | $107,452+16.2% | $91,541+36.4% | $142,382-12.3% |
| Participation rate | 0.0% | 75.1%-75.1pp | 69.8%-69.8pp | 80.1%-80.1pp |
| Annual return | 13.88% | 22.06%-8.2pp | 20.50%-6.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,193 | $2,994-60.2% | $2,505-52.4% | $4,299-72.3% |
| Participant deferral / active EE | $1,651 | $4,754-65.3% | $4,008-58.8% | $6,507-74.6% |
| Admin fee / account holder | $4,521 | $8,834-48.8% | $6,956-35.0% | $12,624-64.2% |