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 | $115,223 | $95,803+20.3% | $113,168+1.8% | $84,808+35.9% |
| Participation rate | 37.5% | 72.9%-35.4pp | 76.6%-39.1pp | 68.3%-30.8pp |
| Annual return | 16.56% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,660 | $4,242-37.3% | $5,107-47.9% | $4,212-36.8% |
| Admin fee / account holder | $19,643 | $8,989+118.5% | $12,068+62.8% | $7,344+167.5% |