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 5-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 | $149,174 | $81,248+83.6% | $155,509-4.1% | $80,856+84.5% |
| Participation rate | 32.3% | 66.2%-34.0pp | 78.2%-45.9pp | 67.6%-35.4pp |
| Annual return | 15.68% | 33.31%-17.6pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,665 | $3,452-22.8% | $5,626-52.6% | $4,296-38.0% |
| Admin fee / account holder | $1,231 | $7,997-84.6% | $15,912-92.3% | $6,918-82.2% |