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 | $146,065 | $55,706+162.2% | $75,886+92.5% | $72,985+100.1% |
| Participation rate | 31.7% | 61.1%-29.4pp | 69.3%-37.6pp | 69.5%-37.8pp |
| Annual return | 20.41% | 27.59%-7.2pp | 30.76%-10.3pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,832 | $2,634-30.4% | $3,603-49.2% | $3,607-49.2% |
| Admin fee / account holder | $2,733 | $3,978-31.3% | $5,418-49.6% | $5,124-46.7% |