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 | $71,068 | $72,492-2.0% | $87,100-18.4% | $72,985-2.6% |
| Participation rate | 58.8% | 72.8%-14.0pp | 76.9%-18.0pp | 69.5%-10.7pp |
| Annual return | 18.97% | 24.46%-5.5pp | 28.19%-9.2pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,694 | $1,894-10.6% | $2,521-32.8% | $2,440-30.6% |
| Participant deferral / active EE | $2,873 | $3,270-12.1% | $4,049-29.0% | $3,607-20.4% |
| Admin fee / account holder | $1,645 | $5,055-67.5% | $7,497-78.1% | $5,124-67.9% |