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 | $86,673 | $58,512+48.1% | $84,015+3.2% | $72,985+18.8% |
| Participation rate | 31.3% | 61.2%-30.0pp | 69.0%-37.8pp | 69.5%-38.2pp |
| Annual return | 20.27% | 28.93%-8.7pp | 71.31%-51.0pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,191 | $2,394-50.3% | $3,239-63.2% | $3,607-67.0% |
| Admin fee / account holder | $4,273 | $4,569-6.5% | $6,101-30.0% | $5,124-16.6% |