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 | $173,446 | $81,460+112.9% | $103,333+67.9% | $80,856+114.5% |
| Participation rate | 68.0% | 66.8%+1.2pp | 74.5%-6.5pp | 67.6%+0.4pp |
| Annual return | 15.60% | 25.55%-9.9pp | 24.88%-9.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,534 | $3,869+198.1% | $5,057+128.1% | $4,296+168.5% |
| Admin fee / account holder | $2,191 | $6,566-66.6% | $8,355-73.8% | $6,918-68.3% |