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 | $167,209 | $79,449+110.5% | $189,557-11.8% | $85,850+94.8% |
| Participation rate | 64.7% | 66.0%-1.3pp | 78.4%-13.7pp | 69.3%-4.6pp |
| Annual return | 13.82% | 18.45%-4.6pp | 64.17%-50.4pp | 318.53%-304.7pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,231 | $4,051-20.2% | $6,174-47.7% | $3,952-18.2% |
| Admin fee / account holder | $4,575 | $5,377-14.9% | $9,807-53.3% | $6,260-26.9% |