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 | $87,343 | $60,892+43.4% | $82,389+6.0% | $84,808+3.0% |
| Participation rate | 68.8% | 63.3%+5.5pp | 69.5%-0.8pp | 68.3%+0.4pp |
| Annual return | 15.42% | 37.29%-21.9pp | 28.67%-13.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,817 | $1,779+58.3% | $2,517+11.9% | $2,631+7.1% |
| Participant deferral / active EE | $7,001 | $3,179+120.3% | $4,155+68.5% | $4,212+66.2% |
| Admin fee / account holder | $2,348 | $5,467-57.1% | $7,231-67.5% | $7,344-68.0% |