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 | $94,018 | $78,422+19.9% | $95,952-2.0% | $79,858+17.7% |
| Participation rate | 37.5% | 73.5%-36.0pp | 77.1%-39.6pp | 69.6%-32.1pp |
| Annual return | 15.43% | 19.37%-3.9pp | 91.61%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,933 | $3,440-43.8% | $4,167-53.6% | $3,740-48.3% |
| Admin fee / account holder | $2,039 | $5,622-63.7% | $6,795-70.0% | $5,306-61.6% |