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 | $164,979 | $89,753+83.8% | $107,525+53.4% | $84,808+94.5% |
| Participation rate | 31.8% | 68.1%-36.2pp | 75.1%-43.3pp | 68.3%-36.5pp |
| Annual return | 14.66% | 29.48%-14.8pp | 181.32%-166.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,856 | $4,056-29.6% | $5,116-44.2% | $4,212-32.2% |
| Admin fee / account holder | $16,462 | $7,222+127.9% | $8,919+84.6% | $7,344+124.2% |