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 | $151,586 | $201,272-24.7% | $184,203-17.7% | $145,922+3.9% |
| Participation rate | 29.4% | 87.5%-58.1pp | 86.8%-57.4pp | 80.3%-50.9pp |
| Annual return | 16.11% | 29.00%-12.9pp | 28.81%-12.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,189 | $9,806-57.3% | $9,131-54.1% | $6,688-37.4% |
| Admin fee / account holder | $26,525 | $16,364+62.1% | $13,901+90.8% | $13,397+98.0% |