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 | $119,824 | $65,365+83.3% | $92,893+29.0% | $72,985+64.2% |
| Participation rate | 39.8% | 68.3%-28.6pp | 76.0%-36.2pp | 69.5%-29.7pp |
| Annual return | 21.67% | 42.10%-20.4pp | 109.41%-87.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,551 | $3,128-50.4% | $4,236-63.4% | $3,607-57.0% |
| Admin fee / account holder | $16,673 | $4,251+292.2% | $5,794+187.8% | $5,124+225.4% |