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 | $78,309 | $109,881-28.7% | $150,045-47.8% | $84,808-7.7% |
| Participation rate | 69.8% | 76.1%-6.3pp | 82.3%-12.6pp | 68.3%+1.5pp |
| Annual return | 17.61% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,516 | $6,636-1.8% | $7,997-18.5% | $4,212+54.7% |
| Admin fee / account holder | $1,170 | $8,568-86.3% | $13,435-91.3% | $7,344-84.1% |