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 | $183,555 | $94,625+94.0% | $116,228+57.9% | $84,808+116.4% |
| Participation rate | 37.8% | 70.4%-32.6pp | 74.6%-36.7pp | 68.3%-30.5pp |
| Annual return | 15.26% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,013 | $3,972-49.3% | $4,953-59.4% | $4,212-52.2% |
| Admin fee / account holder | $39,641 | $10,091+292.8% | $11,989+230.6% | $7,344+439.8% |