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 7-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 | $151,001 | $74,927+101.5% | $101,794+48.3% | $84,808+78.1% |
| Participation rate | 68.9% | 61.4%+7.5pp | 69.2%-0.3pp | 68.3%+0.6pp |
| Annual return | 16.19% | 18.70%-2.5pp | 30.53%-14.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,505 | $3,099+77.6% | $4,084+34.8% | $4,212+30.7% |
| Admin fee / account holder | $5,603 | $6,514-14.0% | $8,777-36.2% | $7,344-23.7% |