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 | $86,963 | $60,892+42.8% | $82,389+5.6% | $84,808+2.5% |
| Participation rate | 31.1% | 63.3%-32.2pp | 69.5%-38.4pp | 68.3%-37.2pp |
| Annual return | 18.72% | 37.29%-18.6pp | 28.67%-9.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,236 | $3,179-61.1% | $4,155-70.2% | $4,212-70.6% |
| Admin fee / account holder | $20,608 | $5,467+276.9% | $7,231+185.0% | $7,344+180.6% |