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 8-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 | $92,953 | $60,022+54.9% | $88,946+4.5% | $84,808+9.6% |
| Participation rate | 46.3% | 57.8%-11.5pp | 68.8%-22.6pp | 68.3%-22.0pp |
| Annual return | 20.69% | 22.43%-1.7pp | 57.82%-37.1pp | 40.90%-20.2pp |
| Employer contribution / active EE | $5,284 | $1,703+210.3% | $2,555+106.8% | $2,631+100.8% |
| Participant deferral / active EE | $6,638 | $3,114+113.2% | $4,581+44.9% | $4,212+57.6% |
| Admin fee / account holder | $720 | $4,811-85.0% | $8,261-91.3% | $7,344-90.2% |