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 | $62,913 | $78,422-19.8% | $95,952-34.4% | $79,858-21.2% |
| Participation rate | 59.1% | 73.5%-14.4pp | 77.1%-18.0pp | 69.6%-10.5pp |
| Annual return | 16.47% | 19.37%-2.9pp | 91.61%-75.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,124 | $1,945-42.2% | $2,541-55.8% | $2,471-54.5% |
| Participant deferral / active EE | $3,082 | $3,440-10.4% | $4,167-26.0% | $3,740-17.6% |
| Admin fee / account holder | $4,898 | $5,622-12.9% | $6,795-27.9% | $5,306-7.7% |