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 | $102,088 | $81,460+25.3% | $103,333-1.2% | $80,856+26.3% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 11.61% | 25.55%-13.9pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $6,444 | $3,105+107.5% | $3,868+66.6% | $2,755+133.9% |
| Participant deferral / active EE | $6,750 | $3,869+74.5% | $5,057+33.5% | $4,296+57.1% |
| Admin fee / account holder | $14,815 | $6,566+125.6% | $8,355+77.3% | $6,918+114.1% |