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 | $107,701 | $78,422+37.3% | $95,952+12.2% | $79,858+34.9% |
| Participation rate | 37.3% | 73.5%-36.2pp | 77.1%-39.8pp | 69.6%-32.3pp |
| Annual return | 17.05% | 19.37%-2.3pp | 91.61%-74.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,499 | $3,440+1.7% | $4,167-16.0% | $3,740-6.5% |
| Admin fee / account holder | $1,707 | $5,622-69.6% | $6,795-74.9% | $5,306-67.8% |