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 | $62,129 | $80,968-23.3% | $96,544-35.6% | $75,163-17.3% |
| Participation rate | 67.4% | 71.8%-4.3pp | 76.0%-8.5pp | 67.2%+0.3pp |
| Annual return | 14.29% | 27.06%-12.8pp | 25.84%-11.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,465 | $2,282-35.8% | $2,965-50.6% | $2,670-45.1% |
| Participant deferral / active EE | $3,606 | $3,928-8.2% | $4,851-25.7% | $4,125-12.6% |
| Admin fee / account holder | $1,073 | $6,724-84.0% | $8,252-87.0% | $5,651-81.0% |