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 | $139,997 | $66,098+111.8% | $101,794+37.5% | $74,304+88.4% |
| Participation rate | 25.7% | 53.8%-28.0pp | 69.2%-43.4pp | 60.3%-34.6pp |
| Annual return | 17.59% | 19.59%-2.0pp | 30.53%-12.9pp | 29.43%-11.8pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,612 | $2,781-42.0% | $4,084-60.5% | $3,767-57.2% |
| Admin fee / account holder | $3,364 | $4,146-18.9% | $8,777-61.7% | $2,969+13.3% |