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 | $70,491 | $96,484-26.9% | $156,263-54.9% | $74,304-5.1% |
| Participation rate | 63.9% | 67.7%-3.7pp | 78.9%-15.0pp | 60.3%+3.6pp |
| Annual return | 18.56% | 17.73%+0.8pp | 59.47%-40.9pp | 29.43%-10.9pp |
| Employer contribution / active EE | $1,911 | $2,528-24.4% | $4,333-55.9% | $2,241-14.7% |
| Participant deferral / active EE | $4,404 | $4,286+2.8% | $6,158-28.5% | $3,767+16.9% |
| Admin fee / account holder | $4,956 | $3,728+33.0% | $14,255-65.2% | $2,969+66.9% |