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 | $69,164 | $80,673-14.3% | $101,326-31.7% | $84,808-18.4% |
| Participation rate | 57.9% | 77.8%-19.9pp | 81.5%-23.6pp | 68.3%-10.4pp |
| Annual return | 36.91% | 38.95%-2.0pp | 36.82%+0.1pp | 40.90%-4.0pp |
| Employer contribution / active EE | $2,750 | $2,698+1.9% | $3,665-25.0% | $2,631+4.5% |
| Participant deferral / active EE | $7,062 | $6,840+3.2% | $7,994-11.7% | $4,212+67.7% |
| Admin fee / account holder | $3,864 | $12,784-69.8% | $11,185-65.5% | $7,344-47.4% |