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 | $73,144 | $74,927-2.4% | $101,794-28.1% | $84,808-13.8% |
| Participation rate | 56.1% | 61.4%-5.3pp | 69.2%-13.1pp | 68.3%-12.2pp |
| Annual return | 13.46% | 18.70%-5.2pp | 30.53%-17.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,940 | $1,522+27.5% | $2,289-15.2% | $2,631-26.3% |
| Participant deferral / active EE | $4,180 | $3,099+34.9% | $4,084+2.4% | $4,212-0.7% |
| Admin fee / account holder | $2,424 | $6,514-62.8% | $8,777-72.4% | $7,344-67.0% |