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 | $171,936 | $91,552+87.8% | $133,956+28.4% | $79,858+115.3% |
| Participation rate | 64.6% | 73.3%-8.8pp | 79.8%-15.3pp | 69.6%-5.0pp |
| Annual return | 14.77% | 61.85%-47.1pp | 45.09%-30.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,709 | $3,733+52.9% | $5,048+13.1% | $3,740+52.6% |
| Admin fee / account holder | $34,292 | $6,321+442.5% | $8,927+284.1% | $5,306+546.3% |