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 | $103,403 | $74,927+38.0% | $101,794+1.6% | $84,808+21.9% |
| Participation rate | 56.3% | 61.4%-5.2pp | 69.2%-12.9pp | 68.3%-12.1pp |
| Annual return | 16.96% | 18.70%-1.7pp | 30.53%-13.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $591 | $1,522-61.2% | $2,289-74.2% | $2,631-77.5% |
| Participant deferral / active EE | $4,747 | $3,099+53.2% | $4,084+16.2% | $4,212+12.7% |
| Admin fee / account holder | $21,373 | $6,514+228.1% | $8,777+143.5% | $7,344+191.0% |