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 | $141,686 | $70,475+101.0% | $100,516+41.0% | $79,858+77.4% |
| Participation rate | 51.9% | 73.7%-21.8pp | 79.4%-27.5pp | 69.6%-17.8pp |
| Annual return | 13.74% | 21.90%-8.2pp | 30.89%-17.2pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,865 | $5,181-44.7% | $6,270-54.3% | $3,740-23.4% |
| Admin fee / account holder | $1,718 | $4,478-61.6% | $8,081-78.7% | $5,306-67.6% |