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 | $76,361 | $78,672-2.9% | $109,143-30.0% | $85,850-11.1% |
| Participation rate | 52.8% | 68.3%-15.5pp | 75.9%-23.1pp | 69.3%-16.5pp |
| Annual return | 25.88% | 25.09%+0.8pp | 25.75%+0.1pp | 318.53%-292.7pp |
| Employer contribution / active EE | $842 | $2,735-69.2% | $3,722-77.4% | $2,565-67.2% |
| Participant deferral / active EE | $2,258 | $3,467-34.9% | $4,653-51.5% | $3,952-42.9% |
| Admin fee / account holder | $5,932 | $5,469+8.5% | $6,752-12.1% | $6,260-5.2% |