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 | $73,114 | $95,803-23.7% | $113,168-35.4% | $84,808-13.8% |
| Participation rate | 60.8% | 72.9%-12.1pp | 76.6%-15.8pp | 68.3%-7.5pp |
| Annual return | 17.96% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,737 | $2,360-26.4% | $2,975-41.6% | $2,631-34.0% |
| Participant deferral / active EE | $3,629 | $4,242-14.4% | $5,107-28.9% | $4,212-13.8% |
| Admin fee / account holder | $9,008 | $8,989+0.2% | $12,068-25.4% | $7,344+22.7% |