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 9-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 | $74,114 | $78,926-6.1% | $136,749-45.8% | $84,808-12.6% |
| Participation rate | 55.6% | 62.2%-6.6pp | 72.1%-16.6pp | 68.3%-12.8pp |
| Annual return | 15.56% | 18.17%-2.6pp | 24.33%-8.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,185 | $2,134-44.5% | $3,400-65.1% | $2,631-54.9% |
| Participant deferral / active EE | $3,349 | $3,168+5.7% | $4,692-28.6% | $4,212-20.5% |
| Admin fee / account holder | $736 | $6,369-88.4% | $11,386-93.5% | $7,344-90.0% |