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 6-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 | $91,409 | $60,892+50.1% | $82,389+10.9% | $84,808+7.8% |
| Participation rate | 28.1% | 63.3%-35.1pp | 69.5%-41.4pp | 68.3%-40.2pp |
| Annual return | 14.47% | 37.29%-22.8pp | 28.67%-14.2pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,505 | $3,179-52.6% | $4,155-63.8% | $4,212-64.3% |
| Admin fee / account holder | $1,038 | $5,467-81.0% | $7,231-85.6% | $7,344-85.9% |