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 | $171,195 | $53,777+218.3% | $134,143+27.6% | $79,858+114.4% |
| Participation rate | 25.7% | 58.8%-33.1pp | 72.2%-46.5pp | 69.6%-43.9pp |
| Annual return | 12.72% | 19.01%-6.3pp | 36.33%-23.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,182 | $2,420-51.1% | $3,499-66.2% | $3,740-68.4% |
| Admin fee / account holder | $29,049 | $3,984+629.1% | $6,684+334.6% | $5,306+447.4% |