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 | $93,257 | $74,927+24.5% | $101,794-8.4% | $84,808+10.0% |
| Participation rate | 49.3% | 61.4%-12.1pp | 69.2%-19.9pp | 68.3%-19.1pp |
| Annual return | 18.67% | 18.70%0pp | 30.53%-11.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,356 | $3,099+8.3% | $4,084-17.8% | $4,212-20.3% |
| Admin fee / account holder | $4,775 | $6,514-26.7% | $8,777-45.6% | $7,344-35.0% |