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 | $71,941 | $77,314-6.9% | $177,989-59.6% | $80,856-11.0% |
| Participation rate | 62.9% | 65.7%-2.8pp | 77.1%-14.2pp | 67.6%-4.8pp |
| Annual return | 17.85% | 18.09%-0.2pp | 294.48%-276.6pp | 35.59%-17.7pp |
| Employer contribution / active EE | $5,550 | $2,292+142.2% | $3,949+40.6% | $2,755+101.5% |
| Participant deferral / active EE | $4,030 | $4,411-8.6% | $6,276-35.8% | $4,296-6.2% |
| Admin fee / account holder | $4,034 | $7,191-43.9% | $10,363-61.1% | $6,918-41.7% |