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 | $63,104 | $54,541+15.7% | $78,778-19.9% | $70,131-10.0% |
| Participation rate | 34.1% | 60.8%-26.7pp | 69.2%-35.1pp | 69.5%-35.5pp |
| Annual return | 17.14% | 21.07%-3.9pp | 35.62%-18.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,019 | $2,210+36.6% | $2,958+2.1% | $3,332-9.4% |
| Admin fee / account holder | $20,771 | $3,709+460.1% | $5,134+304.6% | $4,645+347.1% |