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 | $85,351 | $66,098+29.1% | $101,794-16.2% | $74,304+14.9% |
| Participation rate | 69.8% | 53.8%+16.0pp | 69.2%+0.6pp | 60.3%+9.4pp |
| Annual return | 18.64% | 19.59%-0.9pp | 30.53%-11.9pp | 29.43%-10.8pp |
| Employer contribution / active EE | $2,709 | $1,082+150.5% | $2,289+18.4% | $2,241+20.9% |
| Participant deferral / active EE | $4,848 | $2,781+74.3% | $4,084+18.7% | $3,767+28.7% |
| Admin fee / account holder | $5,493 | $4,146+32.5% | $8,777-37.4% | $2,969+85.0% |