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 | $65,514 | $73,933-11.4% | $96,683-32.2% | $75,163-12.8% |
| Participation rate | 43.2% | 66.4%-23.2pp | 74.3%-31.1pp | 67.2%-24.0pp |
| Annual return | 18.21% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,730 | $2,928-40.9% | $3,737-53.7% | $2,670-35.2% |
| Participant deferral / active EE | $3,212 | $3,659-12.2% | $4,878-34.1% | $4,125-22.1% |
| Admin fee / account holder | $1,983 | $5,216-62.0% | $6,730-70.5% | $5,651-64.9% |