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 | $83,318 | $76,367+9.1% | $93,606-11.0% | $72,985+14.2% |
| Participation rate | 31.4% | 71.7%-40.3pp | 75.8%-44.4pp | 69.5%-38.1pp |
| Annual return | 21.02% | 25.82%-4.8pp | 32.76%-11.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,564 | $3,538-27.5% | $4,069-37.0% | $3,607-28.9% |
| Admin fee / account holder | $15,437 | $6,838+125.7% | $7,888+95.7% | $5,124+201.3% |