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 | $195,288 | $89,753+117.6% | $107,525+81.6% | $84,808+130.3% |
| Participation rate | 34.9% | 68.1%-33.2pp | 75.1%-40.2pp | 68.3%-33.4pp |
| Annual return | 14.77% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,765 | $4,056-7.2% | $5,116-26.4% | $4,212-10.6% |
| Admin fee / account holder | $26,767 | $7,222+270.6% | $8,919+200.1% | $7,344+264.5% |