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 | $68,298 | $74,927-8.8% | $101,794-32.9% | $84,808-19.5% |
| Participation rate | 55.7% | 61.4%-5.7pp | 69.2%-13.5pp | 68.3%-12.6pp |
| Annual return | 15.50% | 18.70%-3.2pp | 30.53%-15.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,362 | $1,522-10.5% | $2,289-40.5% | $2,631-48.2% |
| Participant deferral / active EE | $3,575 | $3,099+15.4% | $4,084-12.5% | $4,212-15.1% |
| Admin fee / account holder | $11,002 | $6,514+68.9% | $8,777+25.4% | $7,344+49.8% |