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 | $65,706 | $73,933-11.1% | $96,683-32.0% | $75,163-12.6% |
| Participation rate | 47.7% | 66.4%-18.7pp | 74.3%-26.7pp | 67.2%-19.5pp |
| Annual return | 24.08% | 26.70%-2.6pp | 35.69%-11.6pp | 160.62%-136.5pp |
| Employer contribution / active EE | $1,416 | $2,928-51.6% | $3,737-62.1% | $2,670-47.0% |
| Participant deferral / active EE | $3,177 | $3,659-13.2% | $4,878-34.9% | $4,125-23.0% |
| Admin fee / account holder | $2,603 | $5,216-50.1% | $6,730-61.3% | $5,651-53.9% |