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 | $90,677 | $80,968+12.0% | $96,544-6.1% | $75,163+20.6% |
| Participation rate | 34.0% | 71.8%-37.8pp | 76.0%-42.0pp | 67.2%-33.2pp |
| Annual return | 16.38% | 27.06%-10.7pp | 25.84%-9.5pp | 160.62%-144.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,982 | $3,928-49.5% | $4,851-59.1% | $4,125-51.9% |
| Admin fee / account holder | $4,784 | $6,724-28.9% | $8,252-42.0% | $5,651-15.3% |