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 | $82,063 | $49,227+66.7% | $70,449+16.5% | $79,858+2.8% |
| Participation rate | 69.6% | 69.2%+0.5pp | 75.1%-5.4pp | 69.6%0pp |
| Annual return | 17.79% | 30.06%-12.3pp | 109.03%-91.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $3,324 | $2,099+58.4% | $2,737+21.5% | $2,471+34.5% |
| Participant deferral / active EE | $4,570 | $2,768+65.1% | $3,709+23.2% | $3,740+22.2% |
| Admin fee / account holder | $7,257 | $2,878+152.2% | $3,845+88.7% | $5,306+36.8% |