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 | $186,345 | $65,041+186.5% | $90,951+104.9% | $79,858+133.3% |
| Participation rate | 60.8% | 61.6%-0.8pp | 69.0%-8.2pp | 69.6%-8.8pp |
| Annual return | 15.94% | 30.45%-14.5pp | 134.60%-118.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,054 | $2,512+21.6% | $3,373-9.4% | $3,740-18.3% |
| Admin fee / account holder | $3,336 | $4,536-26.5% | $5,959-44.0% | $5,306-37.1% |