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 | $203,165 | $74,927+171.2% | $101,794+99.6% | $84,808+139.6% |
| Participation rate | 36.0% | 61.4%-25.4pp | 69.2%-33.2pp | 68.3%-32.3pp |
| Annual return | 15.06% | 18.70%-3.6pp | 30.53%-15.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,557 | $3,099-49.7% | $4,084-61.9% | $4,212-63.0% |
| Admin fee / account holder | $14,430 | $6,514+121.5% | $8,777+64.4% | $7,344+96.5% |