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 | $120,112 | $90,503+32.7% | $78,689+52.6% | $273,961-56.2% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 6.61% | 75.60%-69.0pp | 62.18%-55.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $7,333 | $3,176+130.9% | $2,851+157.3% | $4,869+50.6% |
| Participant deferral / active EE | $5,506 | $3,901+41.1% | $3,517+56.6% | $5,287+4.1% |
| Admin fee / account holder | $32,252 | $5,263+512.8% | $4,510+615.1% | $10,132+218.3% |