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 | $224,592 | $78,422+186.4% | $95,952+134.1% | $79,858+181.2% |
| Participation rate | 56.5% | 73.5%-17.0pp | 77.1%-20.6pp | 69.6%-13.2pp |
| Annual return | 17.23% | 19.37%-2.1pp | 91.61%-74.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,043 | $3,440+162.9% | $4,167+117.0% | $3,740+141.8% |
| Admin fee / account holder | $3,840 | $5,622-31.7% | $6,795-43.5% | $5,306-27.6% |