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 | $176,470 | $125,758+40.3% | $169,993+3.8% | $75,163+134.8% |
| Participation rate | 55.6% | 83.6%-28.0pp | 87.0%-31.4pp | 67.2%-11.6pp |
| Annual return | 22.99% | 27.20%-4.2pp | 53.37%-30.4pp | 160.62%-137.6pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,143 | $6,837-39.4% | $10,408-60.2% | $4,125+0.4% |
| Admin fee / account holder | $1,784 | $8,173-78.2% | $12,815-86.1% | $5,651-68.4% |