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 7-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 | $75,278 | $80,717-6.7% | $154,803-51.4% | $84,808-11.2% |
| Participation rate | 62.2% | 66.8%-4.6pp | 78.1%-15.9pp | 68.3%-6.1pp |
| Annual return | 29.87% | 37.96%-8.1pp | 58.88%-29.0pp | 40.90%-11.0pp |
| Employer contribution / active EE | $1,952 | $2,761-29.3% | $4,305-54.7% | $2,631-25.8% |
| Participant deferral / active EE | $4,615 | $3,303+39.7% | $5,540-16.7% | $4,212+9.6% |
| Admin fee / account holder | $750 | $6,746-88.9% | $14,329-94.8% | $7,344-89.8% |