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 7-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 | $115,972 | $64,480+79.9% | $81,382+42.5% | $80,856+43.4% |
| Participation rate | 25.0% | 63.9%-38.9pp | 69.5%-44.5pp | 67.6%-42.6pp |
| Annual return | 12.76% | 16.34%-3.6pp | 24.73%-12.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,063 | $3,094-1.0% | $3,883-21.1% | $4,296-28.7% |
| Admin fee / account holder | $526 | $5,671-90.7% | $5,768-90.9% | $6,918-92.4% |