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 | $132,813 | $83,477+59.1% | $125,175+6.1% | $72,985+82.0% |
| Participation rate | 65.2% | 73.3%-8.1pp | 79.8%-14.6pp | 69.5%-4.3pp |
| Annual return | 21.57% | 25.78%-4.2pp | 43.79%-22.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,155 | $3,585-39.9% | $4,937-56.4% | $3,607-40.3% |
| Admin fee / account holder | $11,649 | $5,517+111.1% | $9,702+20.1% | $5,124+127.3% |