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 | $100,028 | $76,050+31.5% | $96,544+3.6% | $71,457+40.0% |
| Participation rate | 30.3% | 74.4%-44.1pp | 76.0%-45.6pp | 67.9%-37.6pp |
| Annual return | 22.79% | 22.81%0pp | 25.84%-3.1pp | 28.85%-6.1pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,599 | $4,215-38.3% | $4,851-46.4% | $4,289-39.4% |
| Admin fee / account holder | $6,553 | $2,707+142.1% | $8,252-20.6% | $1,587+312.9% |