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 | $112,221 | $70,428+59.3% | $96,562+16.2% | $85,850+30.7% |
| Participation rate | 45.7% | 61.8%-16.1pp | 69.8%-24.1pp | 69.3%-23.6pp |
| Annual return | 13.78% | 18.59%-4.8pp | 37.78%-24.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,463 | $2,894-49.4% | $3,849-62.0% | $3,952-63.0% |
| Admin fee / account holder | $18,030 | $4,997+260.8% | $6,181+191.7% | $6,260+188.0% |