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 | $177,134 | $95,803+84.9% | $113,168+56.5% | $84,808+108.9% |
| Participation rate | 34.4% | 72.9%-38.5pp | 76.6%-42.2pp | 68.3%-33.9pp |
| Annual return | 15.23% | 25.00%-9.8pp | 24.27%-9.0pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,199 | $4,242-1.0% | $5,107-17.8% | $4,212-0.3% |
| Admin fee / account holder | $4,644 | $8,989-48.3% | $12,068-61.5% | $7,344-36.8% |