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 | $72,180 | $89,753-19.6% | $107,525-32.9% | $84,808-14.9% |
| Participation rate | 64.5% | 68.1%-3.5pp | 75.1%-10.6pp | 68.3%-3.8pp |
| Annual return | 19.36% | 29.48%-10.1pp | 181.32%-162.0pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,236 | $3,113-60.3% | $3,754-67.1% | $2,631-53.0% |
| Participant deferral / active EE | $4,223 | $4,056+4.1% | $5,116-17.5% | $4,212+0.3% |
| Admin fee / account holder | $4,532 | $7,222-37.2% | $8,919-49.2% | $7,344-38.3% |