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 5-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 | $84,890 | $59,097+43.6% | $82,389+3.0% | $74,304+14.2% |
| Participation rate | 45.0% | 52.8%-7.8pp | 69.5%-24.5pp | 60.3%-15.3pp |
| Annual return | 23.53% | 22.85%+0.7pp | 28.67%-5.1pp | 29.43%-5.9pp |
| Employer contribution / active EE | $2,088 | $1,601+30.4% | $2,517-17.0% | $2,241-6.8% |
| Participant deferral / active EE | $3,469 | $2,775+25.0% | $4,155-16.5% | $3,767-7.9% |
| Admin fee / account holder | $6,877 | $4,489+53.2% | $7,231-4.9% | $2,969+131.6% |