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 | $71,709 | $80,717-11.2% | $154,803-53.7% | $84,808-15.4% |
| Participation rate | 58.8% | 66.8%-8.0pp | 78.1%-19.2pp | 68.3%-9.5pp |
| Annual return | 19.37% | 37.96%-18.6pp | 58.88%-39.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,261 | $2,761-54.3% | $4,305-70.7% | $2,631-52.1% |
| Participant deferral / active EE | $4,601 | $3,303+39.3% | $5,540-17.0% | $4,212+9.2% |
| Admin fee / account holder | $1,689 | $6,746-75.0% | $14,329-88.2% | $7,344-77.0% |