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 | $115,043 | $80,717+42.5% | $154,803-25.7% | $84,808+35.7% |
| Participation rate | 23.7% | 66.8%-43.1pp | 78.1%-54.4pp | 68.3%-44.6pp |
| Annual return | 13.43% | 37.96%-24.5pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,861 | $3,303-43.7% | $5,540-66.4% | $4,212-55.8% |
| Admin fee / account holder | $7,398 | $6,746+9.7% | $14,329-48.4% | $7,344+0.7% |