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 | $170,113 | $65,041+161.5% | $90,951+87.0% | $79,858+113.0% |
| Participation rate | 24.0% | 61.6%-37.6pp | 69.0%-45.0pp | 69.6%-45.6pp |
| Annual return | 16.33% | 30.45%-14.1pp | 134.60%-118.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,181 | $2,512-53.0% | $3,373-65.0% | $3,740-68.4% |
| Admin fee / account holder | $2,534 | $4,536-44.1% | $5,959-57.5% | $5,306-52.2% |