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 | $87,130 | $80,717+7.9% | $154,803-43.7% | $84,808+2.7% |
| Participation rate | 46.9% | 66.8%-19.9pp | 78.1%-31.2pp | 68.3%-21.4pp |
| Annual return | 17.26% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,118 | $3,303-35.9% | $5,540-61.8% | $4,212-49.7% |
| Admin fee / account holder | $411 | $6,746-93.9% | $14,329-97.1% | $7,344-94.4% |