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 | $102,966 | $81,208+26.8% | $98,907+4.1% | $79,858+28.9% |
| Participation rate | 37.5% | 72.5%-35.0pp | 76.0%-38.5pp | 69.6%-32.1pp |
| Annual return | 21.85% | 60.99%-39.1pp | 196.43%-174.6pp | 31.71%-9.9pp |
| Employer contribution / active EE | $469 | $1,960-76.1% | $2,689-82.6% | $2,471-81.0% |
| Participant deferral / active EE | $2,767 | $3,265-15.2% | $4,244-34.8% | $3,740-26.0% |
| Admin fee / account holder | $2,575 | $6,013-57.2% | $6,642-61.2% | $5,306-51.5% |