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 | $187,551 | $101,724+84.4% | $164,813+13.8% | $80,856+132.0% |
| Participation rate | 58.6% | 71.8%-13.2pp | 78.6%-20.0pp | 67.6%-9.0pp |
| Annual return | 12.61% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,493 | $4,477+89.7% | $6,031+40.8% | $4,296+97.7% |
| Admin fee / account holder | $9,404 | $8,227+14.3% | $12,690-25.9% | $6,918+35.9% |