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 | $67,639 | $101,724-33.5% | $164,813-59.0% | $80,856-16.3% |
| Participation rate | 65.9% | 71.8%-5.9pp | 78.6%-12.7pp | 67.6%-1.7pp |
| Annual return | 11.80% | 16.72%-4.9pp | 69.93%-58.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,298 | $2,953-22.2% | $4,341-47.1% | $2,755-16.6% |
| Participant deferral / active EE | $3,961 | $4,477-11.5% | $6,031-34.3% | $4,296-7.8% |
| Admin fee / account holder | $6,075 | $8,227-26.2% | $12,690-52.1% | $6,918-12.2% |