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 | $99,800 | $37,426+166.7% | $77,482+28.8% | $79,858+25.0% |
| Participation rate | 42.3% | 41.5%+0.8pp | 54.2%-11.9pp | 69.6%-27.3pp |
| Annual return | 10.73% | 39.70%-29.0pp | 54.79%-44.1pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,621 | $1,260+28.7% | $1,861-12.9% | $3,740-56.7% |
| Admin fee / account holder | $21,329 | $2,504+751.8% | $2,858+646.4% | $5,306+302.0% |