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 | $70,556 | $72,492-2.7% | $87,100-19.0% | $72,985-3.3% |
| Participation rate | 67.7% | 72.8%-5.1pp | 76.9%-9.2pp | 69.5%-1.8pp |
| Annual return | 22.04% | 24.46%-2.4pp | 28.19%-6.1pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,223 | $1,894-35.4% | $2,521-51.5% | $2,440-49.9% |
| Participant deferral / active EE | $3,454 | $3,270+5.6% | $4,049-14.7% | $3,607-4.3% |
| Admin fee / account holder | $11,806 | $5,055+133.6% | $7,497+57.5% | $5,124+130.4% |