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 7-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 | $50,925 | $60,022-15.2% | $88,946-42.7% | $84,808-40.0% |
| Participation rate | 65.7% | 57.8%+7.9pp | 68.8%-3.1pp | 68.3%-2.6pp |
| Annual return | 13.91% | 22.43%-8.5pp | 57.82%-43.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,213 | $1,703+88.7% | $2,555+25.8% | $2,631+22.1% |
| Participant deferral / active EE | $4,428 | $3,114+42.2% | $4,581-3.4% | $4,212+5.1% |
| Admin fee / account holder | $13,794 | $4,811+186.7% | $8,261+67.0% | $7,344+87.8% |