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 | $164,357 | $86,929+89.1% | $102,423+60.5% | $80,856+103.3% |
| Participation rate | 39.8% | 72.4%-32.6pp | 76.5%-36.7pp | 67.6%-27.8pp |
| Annual return | 10.49% | 18.88%-8.4pp | 29.32%-18.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,969 | $4,118-3.6% | $5,053-21.5% | $4,296-7.6% |
| Admin fee / account holder | $3,988 | $8,049-50.5% | $9,451-57.8% | $6,918-42.4% |