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 | $71,381 | $80,968-11.8% | $96,544-26.1% | $75,163-5.0% |
| Participation rate | 57.7% | 71.8%-14.1pp | 76.0%-18.3pp | 67.2%-9.5pp |
| Annual return | 25.99% | 27.06%-1.1pp | 25.84%+0.1pp | 160.62%-134.6pp |
| Employer contribution / active EE | $2,236 | $2,282-2.0% | $2,965-24.6% | $2,670-16.2% |
| Participant deferral / active EE | $6,364 | $3,928+62.0% | $4,851+31.2% | $4,125+54.3% |
| Admin fee / account holder | $2,188 | $6,724-67.5% | $8,252-73.5% | $5,651-61.3% |