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 | $149,981 | $101,724+47.4% | $164,813-9.0% | $80,856+85.5% |
| Participation rate | 45.0% | 71.8%-26.8pp | 78.6%-33.6pp | 67.6%-22.6pp |
| Annual return | 14.53% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,641 | $4,477+3.7% | $6,031-23.0% | $4,296+8.0% |
| Admin fee / account holder | $47,122 | $8,227+472.8% | $12,690+271.3% | $6,918+581.2% |