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 | $72,477 | $103,966-30.3% | $112,887-35.8% | $75,163-3.6% |
| Participation rate | 50.0% | 75.7%-25.7pp | 80.5%-30.5pp | 67.2%-17.2pp |
| Annual return | 20.21% | 24.54%-4.3pp | 34.10%-13.9pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,822 | $3,870-52.9% | $4,563-60.1% | $2,670-31.8% |
| Participant deferral / active EE | $3,988 | $5,456-26.9% | $6,513-38.8% | $4,125-3.3% |
| Admin fee / account holder | $5,553 | $7,663-27.5% | $7,047-21.2% | $5,651-1.7% |