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 | $93,655 | $54,541+71.7% | $78,778+18.9% | $70,131+33.5% |
| Participation rate | 30.4% | 60.8%-30.4pp | 69.2%-38.8pp | 69.5%-39.1pp |
| Annual return | 13.21% | 21.07%-7.9pp | 35.62%-22.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,706 | $2,210-22.8% | $2,958-42.3% | $3,332-48.8% |
| Admin fee / account holder | $602 | $3,709-83.8% | $5,134-88.3% | $4,645-87.0% |