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 | $103,898 | $58,512+77.6% | $84,015+23.7% | $72,985+42.4% |
| Participation rate | 30.6% | 61.2%-30.7pp | 69.0%-38.5pp | 69.5%-38.9pp |
| Annual return | 28.86% | 28.93%-0.1pp | 71.31%-42.4pp | 81.00%-52.1pp |
| Employer contribution / active EE | $988 | $1,163-15.0% | $1,983-50.2% | $2,440-59.5% |
| Participant deferral / active EE | $2,950 | $2,394+23.2% | $3,239-8.9% | $3,607-18.2% |
| Admin fee / account holder | $8,014 | $4,569+75.4% | $6,101+31.4% | $5,124+56.4% |