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 | $68,547 | $43,327+58.2% | $59,878+14.5% | $64,186+6.8% |
| Participation rate | 68.5% | 69.2%-0.6pp | 74.7%-6.2pp | 69.6%-1.0pp |
| Annual return | 10.50% | -1.55%+12.1pp | 3.46%+7.0pp | 7.63%+2.9pp |
| Employer contribution / active EE | $4,847 | $2,028+139.0% | $2,722+78.1% | $2,381+103.6% |
| Participant deferral / active EE | $9,032 | $2,546+254.8% | $3,402+165.5% | $3,470+160.3% |
| Admin fee / account holder | $1,951 | $3,005-35.1% | $3,590-45.7% | $4,888-60.1% |