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 | $84,606 | $67,606+25.1% | $82,313+2.8% | $70,131+20.6% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.9%-19.8pp | 69.5%-12.4pp |
| Annual return | 15.11% | 21.57%-6.5pp | 25.88%-10.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $871 | $1,755-50.3% | $2,428-64.1% | $2,342-62.8% |
| Participant deferral / active EE | $3,833 | $2,987+28.3% | $3,706+3.4% | $3,332+15.0% |
| Admin fee / account holder | $11,421 | $4,512+153.1% | $5,608+103.7% | $4,645+145.9% |