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 | $107,959 | $74,927+44.1% | $101,794+6.1% | $84,808+27.3% |
| Participation rate | 14.3% | 61.4%-47.1pp | 69.2%-54.9pp | 68.3%-54.0pp |
| Annual return | 13.48% | 18.70%-5.2pp | 30.53%-17.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,507 | $3,099-51.4% | $4,084-63.1% | $4,212-64.2% |
| Admin fee / account holder | $13,359 | $6,514+105.1% | $8,777+52.2% | $7,344+81.9% |