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 | $121,375 | $111,754+8.6% | $103,333+17.5% | $145,922-16.8% |
| Participation rate | 36.8% | 77.9%-41.1pp | 74.5%-37.7pp | 80.3%-43.4pp |
| Annual return | 13.61% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,177 | $4,212-72.1% | $3,868-69.6% | $4,660-74.7% |
| Participant deferral / active EE | $2,813 | $5,619-49.9% | $5,057-44.4% | $6,688-57.9% |
| Admin fee / account holder | $16,387 | $9,750+68.1% | $8,355+96.1% | $13,397+22.3% |