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 | $106,860 | $65,041+64.3% | $90,951+17.5% | $79,858+33.8% |
| Participation rate | 66.3% | 61.6%+4.7pp | 69.0%-2.7pp | 69.6%-3.3pp |
| Annual return | 18.90% | 30.45%-11.6pp | 134.60%-115.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $883 | $1,247-29.2% | $2,122-58.4% | $2,471-64.2% |
| Participant deferral / active EE | $3,229 | $2,512+28.5% | $3,373-4.3% | $3,740-13.7% |
| Admin fee / account holder | $4,315 | $4,536-4.9% | $5,959-27.6% | $5,306-18.7% |