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 | $59,468 | $80,968-26.6% | $96,544-38.4% | $75,163-20.9% |
| Participation rate | 50.6% | 71.8%-21.1pp | 76.0%-25.3pp | 67.2%-16.6pp |
| Annual return | 28.89% | 27.06%+1.8pp | 25.84%+3.1pp | 160.62%-131.7pp |
| Employer contribution / active EE | $1,844 | $2,282-19.2% | $2,965-37.8% | $2,670-30.9% |
| Participant deferral / active EE | $2,556 | $3,928-34.9% | $4,851-47.3% | $4,125-38.0% |
| Admin fee / account holder | $3,040 | $6,724-54.8% | $8,252-63.2% | $5,651-46.2% |