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 | $62,652 | $70,475-11.1% | $100,516-37.7% | $79,858-21.5% |
| Participation rate | 68.4% | 73.7%-5.2pp | 79.4%-11.0pp | 69.6%-1.2pp |
| Annual return | 17.94% | 21.90%-4.0pp | 30.89%-12.9pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,035 | $2,165-6.0% | $3,418-40.5% | $2,471-17.7% |
| Participant deferral / active EE | $3,796 | $5,181-26.7% | $6,270-39.5% | $3,740+1.5% |
| Admin fee / account holder | $4,430 | $4,478-1.1% | $8,081-45.2% | $5,306-16.5% |