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 7-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 | $64,813 | $59,097+9.7% | $82,389-21.3% | $74,304-12.8% |
| Participation rate | 69.9% | 52.8%+17.1pp | 69.5%+0.4pp | 60.3%+9.6pp |
| Annual return | 15.74% | 22.85%-7.1pp | 28.67%-12.9pp | 29.43%-13.7pp |
| Employer contribution / active EE | $2,621 | $1,601+63.7% | $2,517+4.1% | $2,241+17.0% |
| Participant deferral / active EE | $3,881 | $2,775+39.8% | $4,155-6.6% | $3,767+3.0% |
| Admin fee / account holder | $7,981 | $4,489+77.8% | $7,231+10.4% | $2,969+168.8% |