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 | $132,245 | $63,355+108.7% | $91,989+43.8% | $72,985+81.2% |
| Participation rate | 63.9% | 72.5%-8.6pp | 78.6%-14.7pp | 69.5%-5.6pp |
| Annual return | 38.52% | 35.35%+3.2pp | 69.02%-30.5pp | 81.00%-42.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,733 | $4,883+37.9% | $5,923+13.7% | $3,607+86.6% |
| Admin fee / account holder | $4,361 | $4,668-6.6% | $7,743-43.7% | $5,124-14.9% |