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 | $87,894 | $59,839+46.9% | $81,983+7.2% | $79,858+10.1% |
| Participation rate | 28.8% | 61.6%-32.8pp | 69.2%-40.4pp | 69.6%-40.8pp |
| Annual return | 16.58% | 17.56%-1.0pp | 41.31%-24.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $647 | $1,713-62.3% | $2,498-74.1% | $2,471-73.8% |
| Participant deferral / active EE | $1,060 | $2,695-60.7% | $3,722-71.5% | $3,740-71.7% |
| Admin fee / account holder | $5,754 | $4,287+34.2% | $5,664+1.6% | $5,306+8.4% |