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 | $104,621 | $87,013+20.2% | $106,213-1.5% | $80,856+29.4% |
| Participation rate | 41.0% | 70.4%-29.4pp | 75.3%-34.3pp | 67.6%-26.6pp |
| Annual return | 12.41% | 17.05%-4.6pp | 116.14%-103.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,539 | $3,986-36.3% | $5,016-49.4% | $4,296-40.9% |
| Admin fee / account holder | $13,889 | $8,431+64.7% | $11,033+25.9% | $6,918+100.8% |