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 | $150,877 | $72,277+108.7% | $101,248+49.0% | $79,858+88.9% |
| Participation rate | 34.8% | 68.5%-33.6pp | 75.8%-41.0pp | 69.6%-34.8pp |
| Annual return | 15.73% | 22.30%-6.6pp | 46.47%-30.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,628 | $3,282-19.9% | $4,370-39.9% | $3,740-29.7% |
| Admin fee / account holder | $8,935 | $4,400+103.0% | $5,945+50.3% | $5,306+68.4% |