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 7-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 | $74,604 | $83,477-10.6% | $125,175-40.4% | $72,985+2.2% |
| Participation rate | 67.3% | 73.3%-6.0pp | 79.8%-12.4pp | 69.5%-2.1pp |
| Annual return | 22.09% | 25.78%-3.7pp | 43.79%-21.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,292 | $2,345-44.9% | $3,865-66.6% | $2,440-47.0% |
| Participant deferral / active EE | $2,360 | $3,585-34.2% | $4,937-52.2% | $3,607-34.6% |
| Admin fee / account holder | $498 | $5,517-91.0% | $9,702-94.9% | $5,124-90.3% |