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 | $149,970 | $71,050+111.1% | $93,606+60.2% | $80,856+85.5% |
| Participation rate | 53.0% | 60.4%-7.4pp | 68.7%-15.7pp | 67.6%-14.6pp |
| Annual return | 13.61% | 11.26%+2.4pp | 133.20%-119.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,350 | $4,034-16.9% | $4,411-24.1% | $4,296-22.0% |
| Admin fee / account holder | $2,676 | $6,945-61.5% | $8,285-67.7% | $6,918-61.3% |