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 | $83,283 | $63,114+32.0% | $92,893-10.3% | $65,185+27.8% |
| Participation rate | 33.7% | 68.8%-35.1pp | 76.0%-42.3pp | 70.2%-36.5pp |
| Annual return | 21.57% | 28.75%-7.2pp | 109.41%-87.8pp | 29.38%-7.8pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,394 | $3,108-23.0% | $4,236-43.5% | $3,514-31.9% |
| Admin fee / account holder | $332 | $624-46.8% | $5,794-94.3% | $847-60.8% |