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 | $104,233 | $65,041+60.3% | $90,951+14.6% | $79,858+30.5% |
| Participation rate | 37.9% | 61.6%-23.7pp | 69.0%-31.1pp | 69.6%-31.7pp |
| Annual return | 14.57% | 30.45%-15.9pp | 134.60%-120.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,298 | $2,512+31.3% | $3,373-2.2% | $3,740-11.8% |
| Admin fee / account holder | $1,934 | $4,536-57.4% | $5,959-67.5% | $5,306-63.6% |