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 7-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 | $98,592 | $58,512+68.5% | $84,015+17.3% | $72,985+35.1% |
| Participation rate | 30.3% | 61.2%-30.9pp | 69.0%-38.7pp | 69.5%-39.2pp |
| Annual return | 18.84% | 28.93%-10.1pp | 71.31%-52.5pp | 81.00%-62.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,993 | $2,394-16.7% | $3,239-38.5% | $3,607-44.7% |
| Admin fee / account holder | $20,409 | $4,569+346.7% | $6,101+234.5% | $5,124+298.3% |