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 | $125,758 | $109,413+14.9% | $156,263-19.5% | $84,808+48.3% |
| Participation rate | 31.0% | 72.7%-41.7pp | 78.9%-47.9pp | 68.3%-37.3pp |
| Annual return | 17.28% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,355 | $4,590-26.9% | $6,158-45.5% | $4,212-20.3% |
| Admin fee / account holder | $1,413 | $9,357-84.9% | $14,255-90.1% | $7,344-80.8% |