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 5-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 | $103,006 | $81,460+26.5% | $103,333-0.3% | $80,856+27.4% |
| Participation rate | 48.0% | 66.8%-18.8pp | 74.5%-26.5pp | 67.6%-19.6pp |
| Annual return | 12.79% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $4,717 | $3,105+51.9% | $3,868+22.0% | $2,755+71.2% |
| Participant deferral / active EE | $2,398 | $3,869-38.0% | $5,057-52.6% | $4,296-44.2% |
| Admin fee / account holder | $9,611 | $6,566+46.4% | $8,355+15.0% | $6,918+38.9% |