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 | $197,407 | $110,261+79.0% | $95,745+106.2% | $139,434+41.6% |
| Participation rate | 46.2% | 75.8%-29.6pp | 72.3%-26.1pp | 80.3%-34.2pp |
| Annual return | 13.50% | 27.11%-13.6pp | 28.35%-14.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,838 | $4,676-60.7% | $4,245-56.7% | $6,710-72.6% |
| Admin fee / account holder | $5,269 | $6,613-20.3% | $5,678-7.2% | $11,403-53.8% |