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 | $82,225 | $95,803-14.2% | $113,168-27.3% | $84,808-3.0% |
| Participation rate | 69.1% | 72.9%-3.8pp | 76.6%-7.5pp | 68.3%+0.8pp |
| Annual return | 17.11% | 25.00%-7.9pp | 24.27%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,219 | $2,360+36.4% | $2,975+8.2% | $2,631+22.3% |
| Participant deferral / active EE | $3,813 | $4,242-10.1% | $5,107-25.3% | $4,212-9.5% |
| Admin fee / account holder | $3,640 | $8,989-59.5% | $12,068-69.8% | $7,344-50.4% |