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 | $75,406 | $109,881-31.4% | $150,045-49.7% | $84,808-11.1% |
| Participation rate | 57.9% | 76.1%-18.2pp | 82.3%-24.4pp | 68.3%-10.4pp |
| Annual return | 14.73% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,136 | $3,561-11.9% | $4,693-33.2% | $2,631+19.2% |
| Participant deferral / active EE | $6,772 | $6,636+2.1% | $7,997-15.3% | $4,212+60.8% |
| Admin fee / account holder | $11,591 | $8,568+35.3% | $13,435-13.7% | $7,344+57.8% |