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 | $160,467 | $98,750+62.5% | $149,696+7.2% | $79,858+100.9% |
| Participation rate | 67.6% | 75.8%-8.1pp | 82.5%-14.8pp | 69.6%-2.0pp |
| Annual return | 19.20% | 27.43%-8.2pp | 276.60%-257.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,555 | $5,680-19.8% | $6,842-33.4% | $3,740+21.8% |
| Admin fee / account holder | $7,029 | $6,053+16.1% | $9,309-24.5% | $5,306+32.5% |