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 | $150,642 | $65,395+130.4% | $182,532-17.5% | $72,985+106.4% |
| Participation rate | 58.6% | 65.4%-6.8pp | 78.0%-19.4pp | 69.5%-10.9pp |
| Annual return | 21.10% | 27.68%-6.6pp | 148.54%-127.4pp | 81.00%-59.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,159 | $3,563+44.8% | $5,524-6.6% | $3,607+43.0% |
| Admin fee / account holder | $35,028 | $4,245+725.2% | $8,592+307.7% | $5,124+583.6% |