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 | $95,078 | $54,705+73.8% | $71,209+33.5% | $84,808+12.1% |
| Participation rate | 38.0% | 64.1%-26.0pp | 73.8%-35.7pp | 68.3%-30.3pp |
| Annual return | 15.39% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,615 | $3,030+52.3% | $4,175+10.5% | $4,212+9.6% |
| Admin fee / account holder | $27,369 | $4,863+462.7% | $5,349+411.7% | $7,344+272.7% |