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 | $108,932 | $109,413-0.4% | $156,263-30.3% | $84,808+28.4% |
| Participation rate | 55.6% | 72.7%-17.1pp | 78.9%-23.4pp | 68.3%-12.8pp |
| Annual return | 13.61% | 20.18%-6.6pp | 59.47%-45.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,037 | $4,590-33.8% | $6,158-50.7% | $4,212-27.9% |
| Admin fee / account holder | $4,094 | $9,357-56.2% | $14,255-71.3% | $7,344-44.3% |