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 | $78,131 | $81,460-4.1% | $103,333-24.4% | $80,856-3.4% |
| Participation rate | 44.7% | 66.8%-22.1pp | 74.5%-29.8pp | 67.6%-22.9pp |
| Annual return | 17.21% | 25.55%-8.3pp | 24.88%-7.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,986 | $3,105-36.0% | $3,868-48.6% | $2,755-27.9% |
| Participant deferral / active EE | $3,271 | $3,869-15.5% | $5,057-35.3% | $4,296-23.9% |
| Admin fee / account holder | $1,666 | $6,566-74.6% | $8,355-80.1% | $6,918-75.9% |