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 | $193,568 | $95,803+102.0% | $113,168+71.0% | $84,808+128.2% |
| Participation rate | 65.7% | 72.9%-7.2pp | 76.6%-10.9pp | 68.3%-2.6pp |
| Annual return | 19.84% | 25.00%-5.2pp | 24.27%-4.4pp | 40.90%-21.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,177 | $4,242-48.7% | $5,107-57.4% | $4,212-48.3% |
| Admin fee / account holder | $22,400 | $8,989+149.2% | $12,068+85.6% | $7,344+205.0% |