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 | $92,429 | $72,277+27.9% | $101,248-8.7% | $79,858+15.7% |
| Participation rate | 34.1% | 68.5%-34.3pp | 75.8%-41.7pp | 69.6%-35.5pp |
| Annual return | 10.94% | 22.30%-11.4pp | 46.47%-35.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,742 | $3,282+14.0% | $4,370-14.4% | $3,7400% |
| Admin fee / account holder | $34,150 | $4,400+676.1% | $5,945+474.4% | $5,306+543.6% |