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 | $73,055 | $77,314-5.5% | $177,989-59.0% | $80,856-9.6% |
| Participation rate | 68.0% | 65.7%+2.3pp | 77.1%-9.1pp | 67.6%+0.4pp |
| Annual return | 14.26% | 18.09%-3.8pp | 294.48%-280.2pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,377 | $2,292+3.7% | $3,949-39.8% | $2,755-13.7% |
| Participant deferral / active EE | $4,396 | $4,411-0.3% | $6,276-30.0% | $4,296+2.3% |
| Admin fee / account holder | $1,330 | $7,191-81.5% | $10,363-87.2% | $6,918-80.8% |