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 | $126,890 | $78,926+60.8% | $136,749-7.2% | $84,808+49.6% |
| Participation rate | 27.3% | 62.2%-34.9pp | 72.1%-44.9pp | 68.3%-41.0pp |
| Annual return | 13.31% | 18.17%-4.9pp | 24.33%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,270 | $3,168-28.4% | $4,692-51.6% | $4,212-46.1% |
| Admin fee / account holder | $8,911 | $6,369+39.9% | $11,386-21.7% | $7,344+21.3% |