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 | $92,856 | $78,422+18.4% | $95,952-3.2% | $79,858+16.3% |
| Participation rate | 52.8% | 73.5%-20.7pp | 77.1%-24.3pp | 69.6%-16.9pp |
| Annual return | 11.92% | 19.37%-7.4pp | 91.61%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,716 | $3,440-21.0% | $4,167-34.8% | $3,740-27.4% |
| Admin fee / account holder | $21,896 | $5,622+289.5% | $6,795+222.2% | $5,306+312.6% |