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 6-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 | $81,953 | $74,927+9.4% | $101,794-19.5% | $84,808-3.4% |
| Participation rate | 69.4% | 61.4%+8.0pp | 69.2%+0.3pp | 68.3%+1.1pp |
| Annual return | 20.19% | 18.70%+1.5pp | 30.53%-10.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $4,354 | $1,522+186.1% | $2,289+90.2% | $2,631+65.5% |
| Participant deferral / active EE | $8,968 | $3,099+189.4% | $4,084+119.6% | $4,212+112.9% |
| Admin fee / account holder | $6,267 | $6,514-3.8% | $8,777-28.6% | $7,344-14.7% |