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 | $74,736 | $80,717-7.4% | $154,803-51.7% | $84,808-11.9% |
| Participation rate | 67.7% | 66.8%+0.9pp | 78.1%-10.3pp | 68.3%-0.6pp |
| Annual return | 15.27% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,673 | $2,761-3.2% | $4,305-37.9% | $2,631+1.6% |
| Participant deferral / active EE | $3,236 | $3,303-2.0% | $5,540-41.6% | $4,212-23.2% |
| Admin fee / account holder | $8,801 | $6,746+30.5% | $14,329-38.6% | $7,344+19.8% |