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 | $72,065 | $70,250+2.6% | $386,318-81.3% | $116,875-38.3% |
| Participation rate | 42.3% | 68.3%-25.9pp | 67.7%-25.4pp | 74.5%-32.2pp |
| Annual return | 15.96% | 17.57%-1.6pp | -2.64%+18.6pp | 16.29%-0.3pp |
| Employer contribution / active EE | $936 | $2,512-62.8% | $4,025-76.8% | $3,288-71.5% |
| Participant deferral / active EE | $2,520 | $3,180-20.8% | $3,524-28.5% | $3,885-35.1% |
| Admin fee / account holder | $31,392 | $7,267+332.0% | $16,179+94.0% | $12,263+156.0% |