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 | $63,604 | $57,016+11.6% | $84,966-25.1% | $80,856-21.3% |
| Participation rate | 68.4% | 56.3%+12.1pp | 67.5%+0.9pp | 67.6%+0.8pp |
| Annual return | 19.29% | 21.66%-2.4pp | 66.38%-47.1pp | 35.59%-16.3pp |
| Employer contribution / active EE | $3,331 | $1,798+85.3% | $2,727+22.1% | $2,755+20.9% |
| Participant deferral / active EE | $5,905 | $3,110+89.9% | $4,519+30.7% | $4,296+37.5% |
| Admin fee / account holder | $6,498 | $4,980+30.5% | $6,149+5.7% | $6,918-6.1% |