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 | $120,681 | $138,347-12.8% | $184,203-34.5% | $80,856+49.3% |
| Participation rate | 14.8% | 83.9%-69.1pp | 86.8%-72.0pp | 67.6%-52.8pp |
| Annual return | 21.19% | 20.02%+1.2pp | 28.81%-7.6pp | 35.59%-14.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,032 | $7,071-43.0% | $9,131-55.8% | $4,296-6.1% |
| Admin fee / account holder | $1,709 | $10,483-83.7% | $13,901-87.7% | $6,918-75.3% |