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 | $70,439 | $86,929-19.0% | $102,423-31.2% | $80,856-12.9% |
| Participation rate | 52.2% | 72.4%-20.2pp | 76.5%-24.3pp | 67.6%-15.5pp |
| Annual return | 11.76% | 18.88%-7.1pp | 29.32%-17.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,071 | $2,369-54.8% | $3,023-64.6% | $2,755-61.1% |
| Participant deferral / active EE | $2,435 | $4,118-40.9% | $5,053-51.8% | $4,296-43.3% |
| Admin fee / account holder | $9,086 | $8,049+12.9% | $9,451-3.9% | $6,918+31.3% |