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 | $131,185 | $51,175+156.3% | $70,515+86.0% | $75,163+74.5% |
| Participation rate | 52.2% | 60.9%-8.8pp | 68.3%-16.2pp | 67.2%-15.0pp |
| Annual return | 16.68% | 30.02%-13.3pp | 32.77%-16.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,470 | $2,849+56.9% | $4,567-2.1% | $4,125+8.4% |
| Admin fee / account holder | $24,023 | $4,091+487.3% | $6,412+274.7% | $5,651+325.1% |