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 | $76,811 | $86,286-11.0% | $111,297-31.0% | $85,850-10.5% |
| Participation rate | 46.2% | 73.3%-27.2pp | 77.3%-31.2pp | 69.3%-23.2pp |
| Annual return | 16.42% | 19.99%-3.6pp | 54.65%-38.2pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,933 | $2,043-5.4% | $2,731-29.2% | $2,565-24.6% |
| Participant deferral / active EE | $4,065 | $3,641+11.7% | $4,487-9.4% | $3,952+2.9% |
| Admin fee / account holder | $4,123 | $8,188-49.6% | $7,964-48.2% | $6,260-34.1% |