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 | $72,764 | $54,705+33.0% | $71,209+2.2% | $84,808-14.2% |
| Participation rate | 55.9% | 64.1%-8.1pp | 73.8%-17.8pp | 68.3%-12.4pp |
| Annual return | 17.78% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,435 | $3,030+178.3% | $4,175+102.0% | $4,212+100.3% |
| Admin fee / account holder | $6,474 | $4,863+33.1% | $5,349+21.0% | $7,344-11.8% |