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 | $78,024 | $72,277+8.0% | $101,248-22.9% | $79,858-2.3% |
| Participation rate | 41.4% | 68.5%-27.1pp | 75.8%-34.4pp | 69.6%-28.3pp |
| Annual return | 14.52% | 22.30%-7.8pp | 46.47%-32.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $743 | $2,692-72.4% | $3,660-79.7% | $2,471-69.9% |
| Participant deferral / active EE | $3,188 | $3,282-2.8% | $4,370-27.0% | $3,740-14.8% |
| Admin fee / account holder | $862 | $4,400-80.4% | $5,945-85.5% | $5,306-83.7% |