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 | $85,334 | $64,348+32.6% | $90,160-5.4% | $70,131+21.7% |
| Participation rate | 63.0% | 70.4%-7.5pp | 76.9%-13.9pp | 69.5%-6.6pp |
| Annual return | 14.98% | 28.13%-13.2pp | 34.88%-19.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,301 | $4,389-47.6% | $5,288-56.5% | $3,332-31.0% |
| Admin fee / account holder | $12,400 | $3,944+214.4% | $5,943+108.7% | $4,645+166.9% |