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 | $67,518 | $74,927-9.9% | $101,794-33.7% | $84,808-20.4% |
| Participation rate | 60.9% | 61.4%-0.5pp | 69.2%-8.2pp | 68.3%-7.4pp |
| Annual return | 16.45% | 18.70%-2.3pp | 30.53%-14.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,791 | $1,522+17.7% | $2,289-21.8% | $2,631-31.9% |
| Participant deferral / active EE | $3,731 | $3,099+20.4% | $4,084-8.6% | $4,212-11.4% |
| Admin fee / account holder | $3,351 | $6,514-48.6% | $8,777-61.8% | $7,344-54.4% |