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 | $102,172 | $96,484+5.9% | $156,263-34.6% | $74,304+37.5% |
| Participation rate | 50.0% | 67.7%-17.7pp | 78.9%-28.9pp | 60.3%-10.3pp |
| Annual return | 17.70% | 17.73%0pp | 59.47%-41.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $998 | $2,528-60.5% | $4,333-77.0% | $2,241-55.5% |
| Participant deferral / active EE | $2,508 | $4,286-41.5% | $6,158-59.3% | $3,767-33.4% |
| Admin fee / account holder | $4,430 | $3,728+18.8% | $14,255-68.9% | $2,969+49.2% |