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 | $74,851 | $80,968-7.6% | $96,544-22.5% | $75,163-0.4% |
| Participation rate | 40.2% | 71.8%-31.5pp | 76.0%-35.7pp | 67.2%-26.9pp |
| Annual return | 18.57% | 27.06%-8.5pp | 25.84%-7.3pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,210 | $2,282-47.0% | $2,965-59.2% | $2,670-54.7% |
| Participant deferral / active EE | $2,249 | $3,928-42.7% | $4,851-53.6% | $4,125-45.5% |
| Admin fee / account holder | $4,915 | $6,724-26.9% | $8,252-40.4% | $5,651-13.0% |