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 | $152,651 | $52,279+192.0% | $89,391+70.8% | $79,858+91.2% |
| Participation rate | 32.0% | 57.5%-25.5pp | 68.0%-36.0pp | 69.6%-37.6pp |
| Annual return | 20.90% | 22.16%-1.3pp | 245.62%-224.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,378 | $2,740-13.2% | $3,890-38.9% | $3,740-36.4% |
| Admin fee / account holder | $8,259 | $3,356+146.1% | $4,881+69.2% | $5,306+55.6% |