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 | $63,137 | $81,460-22.5% | $103,333-38.9% | $80,856-21.9% |
| Participation rate | 55.8% | 66.8%-11.0pp | 74.5%-18.7pp | 67.6%-11.8pp |
| Annual return | 13.31% | 25.55%-12.2pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,964 | $3,105-36.8% | $3,868-49.2% | $2,755-28.7% |
| Participant deferral / active EE | $3,204 | $3,869-17.2% | $5,057-36.6% | $4,296-25.4% |
| Admin fee / account holder | $721 | $6,566-89.0% | $8,355-91.4% | $6,918-89.6% |