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 | $141,839 | $86,929+63.2% | $102,423+38.5% | $80,856+75.4% |
| Participation rate | 39.5% | 72.4%-32.8pp | 76.5%-37.0pp | 67.6%-28.1pp |
| Annual return | 20.29% | 18.88%+1.4pp | 29.32%-9.0pp | 35.59%-15.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,393 | $4,118-17.6% | $5,053-32.8% | $4,296-21.0% |
| Admin fee / account holder | $11,906 | $8,049+47.9% | $9,451+26.0% | $6,918+72.1% |