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 9-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 | $65,359 | $96,484-32.3% | $156,263-58.2% | $74,304-12.0% |
| Participation rate | 68.6% | 67.7%+1.0pp | 78.9%-10.3pp | 60.3%+8.3pp |
| Annual return | 19.52% | 17.73%+1.8pp | 59.47%-39.9pp | 29.43%-9.9pp |
| Employer contribution / active EE | $2,863 | $2,528+13.2% | $4,333-33.9% | $2,241+27.8% |
| Participant deferral / active EE | $6,280 | $4,286+46.5% | $6,158+2.0% | $3,767+66.7% |
| Admin fee / account holder | $4,883 | $3,728+31.0% | $14,255-65.7% | $2,969+64.5% |