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 | $90,934 | $87,733+3.6% | $106,548-14.7% | $85,850+5.9% |
| Participation rate | 65.9% | 71.9%-6.1pp | 76.1%-10.3pp | 69.3%-3.5pp |
| Annual return | 14.51% | 21.86%-7.3pp | 26.80%-12.3pp | 318.53%-304.0pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,639 | $3,469+62.6% | $4,398+28.2% | $3,952+42.7% |
| Admin fee / account holder | $3,427 | $6,767-49.4% | $7,407-53.7% | $6,260-45.3% |