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 | $68,261 | $72,277-5.6% | $101,248-32.6% | $79,858-14.5% |
| Participation rate | 65.2% | 68.5%-3.2pp | 75.8%-10.6pp | 69.6%-4.4pp |
| Annual return | 13.93% | 22.30%-8.4pp | 46.47%-32.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,949 | $2,692-27.6% | $3,660-46.7% | $2,471-21.1% |
| Participant deferral / active EE | $4,336 | $3,282+32.1% | $4,370-0.8% | $3,740+15.9% |
| Admin fee / account holder | $2,898 | $4,400-34.1% | $5,945-51.3% | $5,306-45.4% |