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 | $82,311 | $63,355+29.9% | $91,989-10.5% | $72,985+12.8% |
| Participation rate | 68.9% | 72.5%-3.6pp | 78.6%-9.7pp | 69.5%-0.6pp |
| Annual return | 23.92% | 35.35%-11.4pp | 69.02%-45.1pp | 81.00%-57.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,459 | $4,883-8.7% | $5,923-24.7% | $3,607+23.6% |
| Admin fee / account holder | $2,426 | $4,668-48.0% | $7,743-68.7% | $5,124-52.7% |