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 | $161,284 | $94,625+70.4% | $116,228+38.8% | $84,808+90.2% |
| Participation rate | 45.5% | 70.4%-25.0pp | 74.6%-29.1pp | 68.3%-22.9pp |
| Annual return | 15.26% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,782 | $3,972-55.1% | $4,953-64.0% | $4,212-57.7% |
| Admin fee / account holder | $5,883 | $10,091-41.7% | $11,989-50.9% | $7,344-19.9% |