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 | $103,014 | $109,413-5.8% | $156,263-34.1% | $84,808+21.5% |
| Participation rate | 65.2% | 72.7%-7.5pp | 78.9%-13.7pp | 68.3%-3.1pp |
| Annual return | 16.47% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $16,898 | $4,590+268.2% | $6,158+174.4% | $4,212+301.2% |
| Admin fee / account holder | $3,047 | $9,357-67.4% | $14,255-78.6% | $7,344-58.5% |