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 | $127,888 | $77,314+65.4% | $177,989-28.1% | $80,856+58.2% |
| Participation rate | 34.3% | 65.7%-31.4pp | 77.1%-42.8pp | 67.6%-33.4pp |
| Annual return | 19.52% | 18.09%+1.4pp | 294.48%-275.0pp | 35.59%-16.1pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,931 | $4,411-33.5% | $6,276-53.3% | $4,296-31.8% |
| Admin fee / account holder | $1,661 | $7,191-76.9% | $10,363-84.0% | $6,918-76.0% |