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 | $176,395 | $89,753+96.5% | $107,525+64.1% | $84,808+108.0% |
| Participation rate | 65.8% | 68.1%-2.3pp | 75.1%-9.3pp | 68.3%-2.5pp |
| Annual return | 19.04% | 29.48%-10.4pp | 181.32%-162.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,800 | $4,056+67.7% | $5,116+32.9% | $4,212+61.5% |
| Admin fee / account holder | $1,492 | $7,222-79.3% | $8,919-83.3% | $7,344-79.7% |