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 | $99,664 | $86,944+14.6% | $107,525-7.3% | $74,304+34.1% |
| Participation rate | 46.1% | 59.6%-13.4pp | 75.1%-29.0pp | 60.3%-14.2pp |
| Annual return | 15.82% | 23.52%-7.7pp | 181.32%-165.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,009 | $3,554+12.8% | $5,116-21.6% | $3,767+6.4% |
| Admin fee / account holder | $7,164 | $3,727+92.3% | $8,919-19.7% | $2,969+141.3% |