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 | $75,207 | $80,717-6.8% | $154,803-51.4% | $84,808-11.3% |
| Participation rate | 69.0% | 66.8%+2.2pp | 78.1%-9.1pp | 68.3%+0.7pp |
| Annual return | 26.17% | 37.96%-11.8pp | 58.88%-32.7pp | 40.90%-14.7pp |
| Employer contribution / active EE | $1,903 | $2,761-31.1% | $4,305-55.8% | $2,631-27.7% |
| Participant deferral / active EE | $4,307 | $3,303+30.4% | $5,540-22.3% | $4,212+2.3% |
| Admin fee / account holder | $8,388 | $6,746+24.3% | $14,329-41.5% | $7,344+14.2% |