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 | $147,540 | $94,625+55.9% | $116,228+26.9% | $84,808+74.0% |
| Participation rate | 26.1% | 70.4%-44.4pp | 74.6%-48.5pp | 68.3%-42.2pp |
| Annual return | 13.34% | 20.40%-7.1pp | 90.06%-76.7pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,416 | $3,972-39.2% | $4,953-51.2% | $4,212-42.6% |
| Admin fee / account holder | $37,168 | $10,091+268.3% | $11,989+210.0% | $7,344+406.1% |