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 | $104,430 | $80,968+29.0% | $96,544+8.2% | $75,163+38.9% |
| Participation rate | 47.3% | 71.8%-24.5pp | 76.0%-28.7pp | 67.2%-19.9pp |
| Annual return | 25.02% | 27.06%-2.0pp | 25.84%-0.8pp | 160.62%-135.6pp |
| Employer contribution / active EE | $899 | $2,282-60.6% | $2,965-69.7% | $2,670-66.3% |
| Participant deferral / active EE | $1,862 | $3,928-52.6% | $4,851-61.6% | $4,125-54.9% |
| Admin fee / account holder | $828 | $6,724-87.7% | $8,252-90.0% | $5,651-85.3% |