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 | $64,338 | $81,248-20.8% | $155,509-58.6% | $80,856-20.4% |
| Participation rate | 67.5% | 66.2%+1.2pp | 78.2%-10.7pp | 67.6%-0.2pp |
| Annual return | 18.23% | 33.31%-15.1pp | 64.67%-46.4pp | 35.59%-17.4pp |
| Employer contribution / active EE | $4,813 | $3,100+55.3% | $4,672+3.0% | $2,755+74.7% |
| Participant deferral / active EE | $3,023 | $3,452-12.4% | $5,626-46.3% | $4,296-29.6% |
| Admin fee / account holder | $1,006 | $7,997-87.4% | $15,912-93.7% | $6,918-85.5% |