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 | $84,673 | $80,673+5.0% | $101,326-16.4% | $84,808-0.2% |
| Participation rate | 66.0% | 77.8%-11.7pp | 81.5%-15.5pp | 68.3%-2.3pp |
| Annual return | 16.65% | 38.95%-22.3pp | 36.82%-20.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,011 | $6,840-41.4% | $7,994-49.8% | $4,212-4.8% |
| Admin fee / account holder | $380 | $12,784-97.0% | $11,185-96.6% | $7,344-94.8% |