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 | $79,251 | $80,717-1.8% | $154,803-48.8% | $84,808-6.6% |
| Participation rate | 60.0% | 66.8%-6.8pp | 78.1%-18.1pp | 68.3%-8.3pp |
| Annual return | 18.54% | 37.96%-19.4pp | 58.88%-40.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,211 | $2,761-19.9% | $4,305-48.7% | $2,631-16.0% |
| Participant deferral / active EE | $6,908 | $3,303+109.1% | $5,540+24.7% | $4,212+64.0% |
| Admin fee / account holder | $1,024 | $6,746-84.8% | $14,329-92.9% | $7,344-86.1% |