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 | $111,517 | $76,670+45.5% | $96,683+15.3% | $71,457+56.1% |
| Participation rate | 21.5% | 66.6%-45.1pp | 74.3%-52.9pp | 67.9%-46.4pp |
| Annual return | 15.27% | 48.29%-33.0pp | 35.69%-20.4pp | 28.85%-13.6pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,250 | $3,771-40.3% | $4,878-53.9% | $4,289-47.5% |
| Admin fee / account holder | $4,160 | $2,028+105.1% | $6,730-38.2% | $1,587+162.1% |