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 10-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 | $70,360 | $71,050-1.0% | $93,606-24.8% | $80,856-13.0% |
| Participation rate | 29.4% | 60.4%-31.0pp | 68.7%-39.3pp | 67.6%-38.2pp |
| Annual return | 16.52% | 11.26%+5.3pp | 133.20%-116.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,478 | $1,564-5.5% | $2,420-38.9% | $2,755-46.4% |
| Participant deferral / active EE | $6,758 | $4,034+67.5% | $4,411+53.2% | $4,296+57.3% |
| Admin fee / account holder | $5,604 | $6,945-19.3% | $8,285-32.4% | $6,918-19.0% |