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 | $86,507 | $101,724-15.0% | $164,813-47.5% | $80,856+7.0% |
| Participation rate | 61.5% | 71.8%-10.3pp | 78.6%-17.1pp | 67.6%-6.1pp |
| Annual return | 13.12% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,114 | $4,477-8.1% | $6,031-31.8% | $4,296-4.2% |
| Admin fee / account holder | $1,186 | $8,227-85.6% | $12,690-90.7% | $6,918-82.9% |