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 | $103,261 | $72,277+42.9% | $101,248+2.0% | $79,858+29.3% |
| Participation rate | 30.8% | 68.5%-37.7pp | 75.8%-45.0pp | 69.6%-38.9pp |
| Annual return | 11.21% | 22.30%-11.1pp | 46.47%-35.3pp | 31.71%-20.5pp |
| Employer contribution / active EE | $732 | $2,692-72.8% | $3,660-80.0% | $2,471-70.4% |
| Participant deferral / active EE | $1,739 | $3,282-47.0% | $4,370-60.2% | $3,740-53.5% |
| Admin fee / account holder | $9,928 | $4,400+125.6% | $5,945+67.0% | $5,306+87.1% |