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 | $71,742 | $74,927-4.3% | $101,794-29.5% | $84,808-15.4% |
| Participation rate | 60.0% | 61.4%-1.4pp | 69.2%-9.2pp | 68.3%-8.3pp |
| Annual return | 24.95% | 18.70%+6.2pp | 30.53%-5.6pp | 40.90%-16.0pp |
| Employer contribution / active EE | $688 | $1,522-54.8% | $2,289-69.9% | $2,631-73.8% |
| Participant deferral / active EE | $3,251 | $3,099+4.9% | $4,084-20.4% | $4,212-22.8% |
| Admin fee / account holder | $5,093 | $6,514-21.8% | $8,777-42.0% | $7,344-30.6% |