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 | $118,949 | $95,803+24.2% | $113,168+5.1% | $84,808+40.3% |
| Participation rate | 63.0% | 72.9%-9.9pp | 76.6%-13.6pp | 68.3%-5.3pp |
| Annual return | 13.61% | 25.00%-11.4pp | 24.27%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,140 | $4,242-26.0% | $5,107-38.5% | $4,212-25.4% |
| Admin fee / account holder | $5,132 | $8,989-42.9% | $12,068-57.5% | $7,344-30.1% |