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 | $87,730 | $58,512+49.9% | $84,015+4.4% | $72,985+20.2% |
| Participation rate | 38.7% | 61.2%-22.5pp | 69.0%-30.3pp | 69.5%-30.8pp |
| Annual return | 19.87% | 28.93%-9.1pp | 71.31%-51.4pp | 81.00%-61.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,976 | $2,394+24.3% | $3,239-8.1% | $3,607-17.5% |
| Admin fee / account holder | $1,811 | $4,569-60.4% | $6,101-70.3% | $5,124-64.7% |