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 | $118,131 | $99,918+18.2% | $81,382+45.2% | $145,922-19.0% |
| Participation rate | 29.4% | 74.2%-44.8pp | 69.5%-40.1pp | 80.3%-50.9pp |
| Annual return | 20.96% | 34.32%-13.4pp | 24.73%-3.8pp | 561.29%-540.3pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $909 | $4,605-80.3% | $3,883-76.6% | $6,688-86.4% |
| Admin fee / account holder | $6,939 | $8,212-15.5% | $5,768+20.3% | $13,397-48.2% |