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 | $122,464 | $67,411+81.7% | $91,001+34.6% | $70,131+74.6% |
| Participation rate | 63.9% | 71.4%-7.5pp | 75.6%-11.7pp | 69.5%-5.7pp |
| Annual return | 15.19% | -40.16%+55.3pp | 4.60%+10.6pp | 73.14%-58.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,085 | $2,823+9.3% | $3,547-13.0% | $3,332-7.4% |
| Admin fee / account holder | $10,518 | $4,236+148.3% | $5,417+94.2% | $4,645+126.4% |