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 | $67,785 | $48,750+39.0% | $88,946-23.8% | $74,304-8.8% |
| Participation rate | 57.2% | 44.5%+12.8pp | 68.8%-11.6pp | 60.3%-3.1pp |
| Annual return | 21.10% | 25.91%-4.8pp | 57.82%-36.7pp | 29.43%-8.3pp |
| Employer contribution / active EE | $2,780 | $1,255+121.5% | $2,555+8.8% | $2,241+24.1% |
| Participant deferral / active EE | $5,625 | $2,423+132.2% | $4,581+22.8% | $3,767+49.3% |
| Admin fee / account holder | $13,673 | $3,756+264.1% | $8,261+65.5% | $2,969+360.6% |