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 | $73,623 | $72,492+1.6% | $87,100-15.5% | $72,985+0.9% |
| Participation rate | 44.8% | 72.8%-28.0pp | 76.9%-32.1pp | 69.5%-24.7pp |
| Annual return | 19.11% | 24.46%-5.3pp | 28.19%-9.1pp | 81.00%-61.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,203 | $3,270-2.0% | $4,049-20.9% | $3,607-11.2% |
| Admin fee / account holder | $2,956 | $5,055-41.5% | $7,497-60.6% | $5,124-42.3% |