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 | $93,033 | $65,041+43.0% | $90,951+2.3% | $79,858+16.5% |
| Participation rate | 37.5% | 61.6%-24.1pp | 69.0%-31.5pp | 69.6%-32.1pp |
| Annual return | 23.34% | 30.45%-7.1pp | 134.60%-111.3pp | 31.71%-8.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,102 | $2,512+63.3% | $3,373+21.6% | $3,740+9.7% |
| Admin fee / account holder | $2,593 | $4,536-42.8% | $5,959-56.5% | $5,306-51.1% |