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 | $117,506 | $159,602-26.4% | $150,045-21.7% | $142,382-17.5% |
| Participation rate | 31.6% | 84.0%-52.4pp | 82.3%-50.7pp | 80.1%-48.5pp |
| Annual return | 12.50% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,029 | $8,310-51.5% | $7,997-49.6% | $6,507-38.1% |
| Admin fee / account holder | $26,819 | $14,846+80.6% | $13,435+99.6% | $12,624+112.4% |