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 | $89,984 | $67,606+33.1% | $82,313+9.3% | $70,131+28.3% |
| Participation rate | 56.7% | 72.8%-16.1pp | 76.9%-20.2pp | 69.5%-12.9pp |
| Annual return | 16.68% | 21.57%-4.9pp | 25.88%-9.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,239 | $2,987+108.9% | $3,706+68.4% | $3,332+87.3% |
| Admin fee / account holder | $15,402 | $4,512+241.4% | $5,608+174.7% | $4,645+231.6% |