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 | $125,585 | $61,605+103.9% | $112,229+11.9% | $75,163+67.1% |
| Participation rate | 24.2% | 61.7%-37.5pp | 72.4%-48.2pp | 67.2%-43.0pp |
| Annual return | 17.68% | 28.47%-10.8pp | 30.20%-12.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,538 | $3,108-50.5% | $4,798-68.0% | $4,125-62.7% |
| Admin fee / account holder | $42,936 | $4,862+783.0% | $7,748+454.1% | $5,651+659.8% |