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 | $222,015 | $167,484+32.6% | $151,611+46.4% | $134,475+65.1% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.5%-29.2pp | 81.2%-22.9pp |
| Annual return | -6.37% | 7.80%-14.2pp | 3.33%-9.7pp | 417.96%-424.3pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,458 | $8,986-39.3% | $8,363-34.7% | $6,400-14.7% |
| Admin fee / account holder | $3,434 | $13,783-75.1% | $11,616-70.4% | $11,426-69.9% |