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 | $137,443 | $65,365+110.3% | $92,893+48.0% | $72,985+88.3% |
| Participation rate | 57.7% | 68.3%-10.6pp | 76.0%-18.3pp | 69.5%-11.8pp |
| Annual return | 21.55% | 42.10%-20.6pp | 109.41%-87.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,545 | $3,128+77.3% | $4,236+30.9% | $3,607+53.7% |
| Admin fee / account holder | $6,388 | $4,251+50.3% | $5,794+10.3% | $5,124+24.7% |