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 | $77,304 | $86,929-11.1% | $102,423-24.5% | $80,856-4.4% |
| Participation rate | 54.4% | 72.4%-17.9pp | 76.5%-22.1pp | 67.6%-13.2pp |
| Annual return | 10.65% | 18.88%-8.2pp | 29.32%-18.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,114 | $2,369-53.0% | $3,023-63.2% | $2,755-59.6% |
| Participant deferral / active EE | $2,953 | $4,118-28.3% | $5,053-41.6% | $4,296-31.3% |
| Admin fee / account holder | $6,453 | $8,049-19.8% | $9,451-31.7% | $6,918-6.7% |