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 | $72,426 | $81,460-11.1% | $103,333-29.9% | $80,856-10.4% |
| Participation rate | 40.5% | 66.8%-26.3pp | 74.5%-34.0pp | 67.6%-27.1pp |
| Annual return | 25.82% | 25.55%+0.3pp | 24.88%+0.9pp | 35.59%-9.8pp |
| Employer contribution / active EE | $1,984 | $3,105-36.1% | $3,868-48.7% | $2,755-28.0% |
| Participant deferral / active EE | $4,004 | $3,869+3.5% | $5,057-20.8% | $4,296-6.8% |
| Admin fee / account holder | $1,974 | $6,566-69.9% | $8,355-76.4% | $6,918-71.5% |