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 9-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 | $80,051 | $80,717-0.8% | $154,803-48.3% | $84,808-5.6% |
| Participation rate | 66.2% | 66.8%-0.6pp | 78.1%-11.9pp | 68.3%-2.1pp |
| Annual return | 18.69% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,757 | $2,761-36.4% | $4,305-59.2% | $2,631-33.2% |
| Participant deferral / active EE | $3,928 | $3,303+18.9% | $5,540-29.1% | $4,212-6.7% |
| Admin fee / account holder | $7,511 | $6,746+11.3% | $14,329-47.6% | $7,344+2.3% |