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 | $223,627 | $101,724+119.8% | $164,813+35.7% | $80,856+176.6% |
| Participation rate | 68.1% | 71.8%-3.7pp | 78.6%-10.5pp | 67.6%+0.5pp |
| Annual return | 23.52% | 16.72%+6.8pp | 69.93%-46.4pp | 35.59%-12.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,560 | $4,477-42.8% | $6,031-57.6% | $4,296-40.4% |
| Admin fee / account holder | $63,417 | $8,227+670.8% | $12,690+399.7% | $6,918+816.7% |