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 | $168,175 | $66,098+154.4% | $101,794+65.2% | $74,304+126.3% |
| Participation rate | 17.9% | 53.8%-35.9pp | 69.2%-51.3pp | 60.3%-42.5pp |
| Annual return | 12.91% | 19.59%-6.7pp | 30.53%-17.6pp | 29.43%-16.5pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,759 | $2,781-36.8% | $4,084-56.9% | $3,767-53.3% |
| Admin fee / account holder | $25,443 | $4,146+513.7% | $8,777+189.9% | $2,969+757.0% |