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 | $94,669 | $71,050+33.2% | $93,606+1.1% | $80,856+17.1% |
| Participation rate | 69.2% | 60.4%+8.8pp | 68.7%+0.5pp | 67.6%+1.6pp |
| Annual return | 11.25% | 11.26%0pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,461 | $4,034+10.6% | $4,411+1.1% | $4,296+3.9% |
| Admin fee / account holder | $2,613 | $6,945-62.4% | $8,285-68.5% | $6,918-62.2% |