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 | $106,665 | $54,541+95.6% | $78,778+35.4% | $70,131+52.1% |
| Participation rate | 54.9% | 60.8%-5.9pp | 69.2%-14.3pp | 69.5%-14.7pp |
| Annual return | 14.32% | 21.07%-6.8pp | 35.62%-21.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $903 | $1,089-17.1% | $1,986-54.5% | $2,342-61.5% |
| Participant deferral / active EE | $4,058 | $2,210+83.6% | $2,958+37.2% | $3,332+21.8% |
| Admin fee / account holder | $9,358 | $3,709+152.3% | $5,134+82.3% | $4,645+101.5% |