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 | $154,035 | $80,717+90.8% | $154,803-0.5% | $84,808+81.6% |
| Participation rate | 43.3% | 66.8%-23.5pp | 78.1%-34.7pp | 68.3%-25.0pp |
| Annual return | 13.35% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,297 | $3,303-60.7% | $5,540-76.6% | $4,212-69.2% |
| Admin fee / account holder | $73,280 | $6,746+986.3% | $14,329+411.4% | $7,344+897.8% |