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 | $100,586 | $115,770-13.1% | $101,248-0.7% | $158,922-36.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 8.48% | 56.14%-47.7pp | 46.47%-38.0pp | 302.83%-294.3pp |
| Employer contribution / active EE | $6,632 | $4,175+58.9% | $3,660+81.2% | $4,761+39.3% |
| Participant deferral / active EE | $11,003 | $4,957+122.0% | $4,370+151.8% | $5,982+83.9% |
| Admin fee / account holder | $32,215 | $7,245+344.6% | $5,945+441.8% | $11,246+186.5% |