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 | $70,669 | $79,944-11.6% | $98,439-28.2% | $75,163-6.0% |
| Participation rate | 64.3% | 70.4%-6.1pp | 75.2%-10.9pp | 67.2%-2.9pp |
| Annual return | 15.14% | 19.75%-4.6pp | 21.16%-6.0pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,012 | $2,264-11.1% | $3,048-34.0% | $2,670-24.7% |
| Participant deferral / active EE | $2,708 | $3,752-27.8% | $4,738-42.8% | $4,125-34.4% |
| Admin fee / account holder | $1,670 | $6,840-75.6% | $8,948-81.3% | $5,651-70.4% |