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 | $69,063 | $68,719+0.5% | $91,541-24.6% | $84,808-18.6% |
| Participation rate | 57.4% | 64.5%-7.1pp | 69.8%-12.4pp | 68.3%-10.9pp |
| Annual return | 14.63% | 19.12%-4.5pp | 20.50%-5.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,044 | $1,920-45.6% | $2,505-58.3% | $2,631-60.3% |
| Participant deferral / active EE | $2,037 | $3,136-35.0% | $4,008-49.2% | $4,212-51.6% |
| Admin fee / account holder | $4,200 | $5,786-27.4% | $6,956-39.6% | $7,344-42.8% |