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 | $70,434 | $74,927-6.0% | $101,794-30.8% | $84,808-16.9% |
| Participation rate | 52.5% | 61.4%-8.9pp | 69.2%-16.7pp | 68.3%-15.8pp |
| Annual return | 17.08% | 18.70%-1.6pp | 30.53%-13.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,072 | $1,522+36.2% | $2,289-9.5% | $2,631-21.2% |
| Participant deferral / active EE | $5,311 | $3,099+71.4% | $4,084+30.0% | $4,212+26.1% |
| Admin fee / account holder | $7,648 | $6,514+17.4% | $8,777-12.9% | $7,344+4.1% |