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 | $93,970 | $73,933+27.1% | $96,683-2.8% | $75,163+25.0% |
| Participation rate | 54.5% | 66.4%-11.9pp | 74.3%-19.8pp | 67.2%-12.6pp |
| Annual return | 15.25% | 26.70%-11.5pp | 35.69%-20.4pp | 160.62%-145.4pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,804 | $3,659+113.3% | $4,878+60.0% | $4,125+89.2% |
| Admin fee / account holder | $19,025 | $5,216+264.7% | $6,730+182.7% | $5,651+236.7% |