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 | $176,794 | $93,571+88.9% | $135,903+30.1% | $75,163+135.2% |
| Participation rate | 28.9% | 75.2%-46.2pp | 81.9%-53.0pp | 67.2%-38.2pp |
| Annual return | 18.83% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,280 | $6,404-33.2% | $7,758-44.8% | $4,125+3.8% |
| Admin fee / account holder | $1,107 | $6,975-84.1% | $10,762-89.7% | $5,651-80.4% |