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 | $131,966 | $71,050+85.7% | $93,606+41.0% | $80,856+63.2% |
| Participation rate | 15.7% | 60.4%-44.7pp | 68.7%-53.0pp | 67.6%-51.9pp |
| Annual return | 15.35% | 11.26%+4.1pp | 133.20%-117.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,745 | $4,034-56.7% | $4,411-60.4% | $4,296-59.4% |
| Admin fee / account holder | $1,243 | $6,945-82.1% | $8,285-85.0% | $6,918-82.0% |