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 | $133,451 | $54,705+143.9% | $71,209+87.4% | $84,808+57.4% |
| Participation rate | 29.5% | 64.1%-34.6pp | 73.8%-44.2pp | 68.3%-38.8pp |
| Annual return | 13.45% | 35.90%-22.5pp | 282.51%-269.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,583 | $3,030-14.8% | $4,175-38.1% | $4,212-38.7% |
| Admin fee / account holder | $20,608 | $4,863+323.7% | $5,349+285.3% | $7,344+180.6% |