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 | $97,754 | $56,110+74.2% | $94,993+2.9% | $70,131+39.4% |
| Participation rate | 33.3% | 65.0%-31.7pp | 73.9%-40.6pp | 69.5%-36.2pp |
| Annual return | 20.52% | 51.02%-30.5pp | 27.12%-6.6pp | 73.14%-52.6pp |
| Employer contribution / active EE | $504 | $1,442-65.1% | $2,603-80.6% | $2,342-78.5% |
| Participant deferral / active EE | $1,498 | $2,391-37.3% | $3,317-54.8% | $3,332-55.0% |
| Admin fee / account holder | $9,340 | $3,456+170.2% | $4,960+88.3% | $4,645+101.1% |