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 | $75,563 | $81,460-7.2% | $103,333-26.9% | $80,856-6.5% |
| Participation rate | 67.6% | 66.8%+0.8pp | 74.5%-6.9pp | 67.6%0pp |
| Annual return | 12.50% | 25.55%-13.0pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,069 | $3,105-33.4% | $3,868-46.5% | $2,755-24.9% |
| Participant deferral / active EE | $4,932 | $3,869+27.5% | $5,057-2.5% | $4,296+14.8% |
| Admin fee / account holder | $10,959 | $6,566+66.9% | $8,355+31.2% | $6,918+58.4% |