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 | $78,176 | $78,926-1.0% | $136,749-42.8% | $84,808-7.8% |
| Participation rate | 65.9% | 62.2%+3.7pp | 72.1%-6.3pp | 68.3%-2.5pp |
| Annual return | 15.19% | 18.17%-3.0pp | 24.33%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,058 | $3,168+59.6% | $4,692+7.8% | $4,212+20.1% |
| Admin fee / account holder | $22,471 | $6,369+252.8% | $11,386+97.4% | $7,344+206.0% |