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 | $85,754 | $84,556+1.4% | $116,228-26.2% | $74,304+15.4% |
| Participation rate | 37.5% | 66.0%-28.5pp | 74.6%-37.1pp | 60.3%-22.8pp |
| Annual return | 13.43% | 18.35%-4.9pp | 90.06%-76.6pp | 29.43%-16.0pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,723 | $3,814-54.8% | $4,953-65.2% | $3,767-54.3% |
| Admin fee / account holder | $10,143 | $3,792+167.5% | $11,989-15.4% | $2,969+241.7% |