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 | $115,261 | $106,584+8.1% | $101,326+13.8% | $142,382-19.0% |
| Participation rate | 38.5% | 82.7%-44.2pp | 81.5%-43.0pp | 80.1%-41.7pp |
| Annual return | 14.76% | 36.93%-22.2pp | 36.82%-22.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,433 | $8,297-10.4% | $7,994-7.0% | $6,507+14.2% |
| Admin fee / account holder | $1,001 | $11,446-91.3% | $11,185-91.1% | $12,624-92.1% |