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 | $65,843 | $80,717-18.4% | $154,803-57.5% | $84,808-22.4% |
| Participation rate | 64.7% | 66.8%-2.1pp | 78.1%-13.4pp | 68.3%-3.6pp |
| Annual return | 28.79% | 37.96%-9.2pp | 58.88%-30.1pp | 40.90%-12.1pp |
| Employer contribution / active EE | $1,534 | $2,761-44.5% | $4,305-64.4% | $2,631-41.7% |
| Participant deferral / active EE | $3,975 | $3,303+20.3% | $5,540-28.3% | $4,212-5.6% |
| Admin fee / account holder | $3,194 | $6,746-52.6% | $14,329-77.7% | $7,344-56.5% |