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 | $99,832 | $81,460+22.6% | $103,333-3.4% | $80,856+23.5% |
| Participation rate | 64.7% | 66.8%-2.1pp | 74.5%-9.8pp | 67.6%-2.9pp |
| Annual return | 12.75% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $11,400 | $3,105+267.1% | $3,868+194.7% | $2,755+313.8% |
| Participant deferral / active EE | $2,273 | $3,869-41.2% | $5,057-55.1% | $4,296-47.1% |
| Admin fee / account holder | $8,191 | $6,566+24.7% | $8,355-2.0% | $6,918+18.4% |