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 | $77,901 | $55,706+39.8% | $75,886+2.7% | $72,985+6.7% |
| Participation rate | 63.2% | 61.1%+2.0pp | 69.3%-6.1pp | 69.5%-6.3pp |
| Annual return | 23.40% | 27.59%-4.2pp | 30.76%-7.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,952 | $2,634-25.9% | $3,603-45.8% | $3,607-45.9% |
| Admin fee / account holder | $28,233 | $3,978+609.7% | $5,418+421.1% | $5,124+451.0% |