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 | $70,314 | $76,367-7.9% | $93,606-24.9% | $72,985-3.7% |
| Participation rate | 55.8% | 71.7%-16.0pp | 75.8%-20.1pp | 69.5%-13.7pp |
| Annual return | 28.06% | 25.82%+2.2pp | 32.76%-4.7pp | 81.00%-52.9pp |
| Employer contribution / active EE | $1,386 | $2,275-39.1% | $2,718-49.0% | $2,440-43.2% |
| Participant deferral / active EE | $2,298 | $3,538-35.0% | $4,069-43.5% | $3,607-36.3% |
| Admin fee / account holder | $18,331 | $6,838+168.1% | $7,888+132.4% | $5,124+257.7% |