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 | $94,451 | $70,475+34.0% | $100,516-6.0% | $79,858+18.3% |
| Participation rate | 38.4% | 73.7%-35.3pp | 79.4%-41.0pp | 69.6%-31.3pp |
| Annual return | 17.25% | 21.90%-4.6pp | 30.89%-13.6pp | 31.71%-14.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,540 | $5,181-51.0% | $6,270-59.5% | $3,740-32.1% |
| Admin fee / account holder | $10,907 | $4,478+143.5% | $8,081+35.0% | $5,306+105.6% |