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 | $100,209 | $49,915+100.8% | $154,803-35.3% | $74,304+34.9% |
| Participation rate | 39.5% | 54.0%-14.4pp | 78.1%-38.6pp | 60.3%-20.8pp |
| Annual return | 18.12% | 34.06%-15.9pp | 58.88%-40.8pp | 29.43%-11.3pp |
| Employer contribution / active EE | $906 | $1,611-43.7% | $4,305-78.9% | $2,241-59.6% |
| Participant deferral / active EE | $2,999 | $2,255+33.0% | $5,540-45.9% | $3,767-20.4% |
| Admin fee / account holder | $3,792 | $2,189+73.2% | $14,329-73.5% | $2,969+27.7% |