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 | $106,959 | $93,571+14.3% | $135,903-21.3% | $75,163+42.3% |
| Participation rate | 67.3% | 75.2%-7.9pp | 81.9%-14.6pp | 67.2%+0.1pp |
| Annual return | 49.62% | 30.90%+18.7pp | 68.23%-18.6pp | 160.62%-111.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,418 | $6,404+78.3% | $7,758+47.2% | $4,125+176.8% |
| Admin fee / account holder | $9,143 | $6,975+31.1% | $10,762-15.0% | $5,651+61.8% |