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 | $69,379 | $74,927-7.4% | $101,794-31.8% | $84,808-18.2% |
| Participation rate | 61.9% | 61.4%+0.5pp | 69.2%-7.3pp | 68.3%-6.4pp |
| Annual return | 15.87% | 18.70%-2.8pp | 30.53%-14.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,763 | $1,522+15.8% | $2,289-23.0% | $2,631-33.0% |
| Participant deferral / active EE | $4,345 | $3,099+40.2% | $4,084+6.4% | $4,212+3.2% |
| Admin fee / account holder | $13,291 | $6,514+104.0% | $8,777+51.4% | $7,344+81.0% |