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 | $71,858 | $72,277-0.6% | $101,248-29.0% | $79,858-10.0% |
| Participation rate | 45.7% | 68.5%-22.7pp | 75.8%-30.1pp | 69.6%-23.9pp |
| Annual return | 15.40% | 22.30%-6.9pp | 46.47%-31.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,890 | $2,692-29.8% | $3,660-48.4% | $2,471-23.5% |
| Participant deferral / active EE | $3,321 | $3,282+1.2% | $4,370-24.0% | $3,740-11.2% |
| Admin fee / account holder | $519 | $4,400-88.2% | $5,945-91.3% | $5,306-90.2% |