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 | $75,939 | $73,933+2.7% | $96,683-21.5% | $75,163+1.0% |
| Participation rate | 58.9% | 66.4%-7.5pp | 74.3%-15.4pp | 67.2%-8.3pp |
| Annual return | 19.20% | 26.70%-7.5pp | 35.69%-16.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,339 | $2,928-20.1% | $3,737-37.4% | $2,670-12.4% |
| Participant deferral / active EE | $2,788 | $3,659-23.8% | $4,878-42.8% | $4,125-32.4% |
| Admin fee / account holder | $1,668 | $5,216-68.0% | $6,730-75.2% | $5,651-70.5% |