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 | $101,328 | $59,839+69.3% | $81,983+23.6% | $79,858+26.9% |
| Participation rate | 60.2% | 61.6%-1.4pp | 69.2%-9.0pp | 69.6%-9.4pp |
| Annual return | 12.04% | 17.56%-5.5pp | 41.31%-29.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $337 | $1,713-80.3% | $2,498-86.5% | $2,471-86.3% |
| Participant deferral / active EE | $2,290 | $2,695-15.0% | $3,722-38.5% | $3,740-38.8% |
| Admin fee / account holder | $21,634 | $4,287+404.6% | $5,664+282.0% | $5,306+307.7% |