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 | $116,386 | $127,777-8.9% | $106,548+9.2% | $167,490-30.5% |
| Participation rate | 60.0% | 78.3%-18.3pp | 76.1%-16.1pp | 82.1%-22.1pp |
| Annual return | 31.31% | 33.87%-2.6pp | 26.80%+4.5pp | 478.56%-447.3pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,635 | $5,087-67.9% | $4,398-62.8% | $6,341-74.2% |
| Admin fee / account holder | $77,018 | $11,228+585.9% | $7,407+939.8% | $12,309+525.7% |