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 | $144,919 | $71,050+104.0% | $93,606+54.8% | $80,856+79.2% |
| Participation rate | 36.0% | 60.4%-24.5pp | 68.7%-32.8pp | 67.6%-31.7pp |
| Annual return | 18.26% | 11.26%+7.0pp | 133.20%-114.9pp | 35.59%-17.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,824 | $4,034-5.2% | $4,411-13.3% | $4,296-11.0% |
| Admin fee / account holder | $2,689 | $6,945-61.3% | $8,285-67.5% | $6,918-61.1% |