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 | $108,811 | $64,480+68.8% | $81,382+33.7% | $80,856+34.6% |
| Participation rate | 60.0% | 63.9%-3.9pp | 69.5%-9.5pp | 67.6%-7.6pp |
| Annual return | 19.12% | 16.34%+2.8pp | 24.73%-5.6pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,761 | $1,978-11.0% | $2,463-28.5% | $2,755-36.1% |
| Participant deferral / active EE | $3,623 | $3,094+17.1% | $3,883-6.7% | $4,296-15.7% |
| Admin fee / account holder | $1,179 | $5,671-79.2% | $5,768-79.6% | $6,918-83.0% |