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 | $116,775 | $80,717+44.7% | $154,803-24.6% | $84,808+37.7% |
| Participation rate | 40.6% | 66.8%-26.2pp | 78.1%-37.4pp | 68.3%-27.7pp |
| Annual return | 19.62% | 37.96%-18.3pp | 58.88%-39.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,550 | $3,303+37.7% | $5,540-17.9% | $4,212+8.0% |
| Admin fee / account holder | $44,465 | $6,746+559.2% | $14,329+210.3% | $7,344+505.5% |