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 | $109,936 | $72,277+52.1% | $101,248+8.6% | $79,858+37.7% |
| Participation rate | 0.0% | 68.5%-68.5pp | 75.8%-75.8pp | 69.6%-69.6pp |
| Annual return | 11.18% | 22.30%-11.1pp | 46.47%-35.3pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,263 | $3,282+60.4% | $4,370+20.4% | $3,740+40.7% |
| Admin fee / account holder | $427 | $4,400-90.3% | $5,945-92.8% | $5,306-92.0% |