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 | $105,192 | $48,076+118.8% | $78,689+33.7% | $62,891+67.3% |
| Participation rate | 55.4% | 65.2%-9.8pp | 73.6%-18.2pp | 69.3%-13.9pp |
| Annual return | 7.59% | 31.35%-23.8pp | 62.18%-54.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,019 | $2,588+55.3% | $3,517+14.3% | $3,203+25.5% |
| Admin fee / account holder | $2,726 | $3,207-15.0% | $4,510-39.6% | $4,296-36.5% |