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 | $174,668 | $117,841+48.2% | $102,423+70.5% | $145,922+19.7% |
| Participation rate | 23.5% | 78.6%-55.1pp | 76.5%-53.0pp | 80.3%-56.7pp |
| Annual return | 17.08% | 31.65%-14.6pp | 29.32%-12.2pp | 561.29%-544.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,037 | $5,731-47.0% | $5,053-39.9% | $6,688-54.6% |
| Admin fee / account holder | $61,170 | $13,326+359.0% | $9,451+547.2% | $13,397+356.6% |