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 | $73,330 | $81,460-10.0% | $103,333-29.0% | $80,856-9.3% |
| Participation rate | 64.1% | 66.8%-2.7pp | 74.5%-10.4pp | 67.6%-3.5pp |
| Annual return | 15.85% | 25.55%-9.7pp | 24.88%-9.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,969 | $3,105+27.8% | $3,868+2.6% | $2,755+44.1% |
| Participant deferral / active EE | $7,185 | $3,869+85.7% | $5,057+42.1% | $4,296+67.2% |
| Admin fee / account holder | $8,844 | $6,566+34.7% | $8,355+5.9% | $6,918+27.8% |