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 | $86,989 | $59,839+45.4% | $81,983+6.1% | $79,858+8.9% |
| Participation rate | 58.6% | 61.6%-3.0pp | 69.2%-10.6pp | 69.6%-11.0pp |
| Annual return | 20.89% | 17.56%+3.3pp | 41.31%-20.4pp | 31.71%-10.8pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,624 | $2,695+34.4% | $3,722-2.6% | $3,740-3.1% |
| Admin fee / account holder | $891 | $4,287-79.2% | $5,664-84.3% | $5,306-83.2% |