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 | $115,983 | $77,634+49.4% | $156,549-25.9% | $62,891+84.4% |
| Participation rate | 57.9% | 71.2%-13.3pp | 84.0%-26.1pp | 69.3%-11.4pp |
| Annual return | 9.42% | 50.32%-40.9pp | 32.23%-22.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,771 | $3,045+56.6% | $4,871-2.1% | $3,203+48.9% |
| Admin fee / account holder | $19,863 | $5,561+257.2% | $13,027+52.5% | $4,296+362.4% |