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 | $140,064 | $135,952+3.0% | $123,892+13.1% | $273,961-48.9% |
| Participation rate | 47.4% | 84.1%-36.7pp | 81.4%-34.0pp | 83.0%-35.6pp |
| Annual return | 5.92% | 56.63%-50.7pp | 47.52%-41.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,270 | $6,343+14.6% | $5,984+21.5% | $5,287+37.5% |
| Admin fee / account holder | $5,751 | $9,817-41.4% | $8,357-31.2% | $10,132-43.2% |