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 | $64,989 | $72,277-10.1% | $101,248-35.8% | $79,858-18.6% |
| Participation rate | 69.4% | 68.5%+1.0pp | 75.8%-6.4pp | 69.6%-0.2pp |
| Annual return | 16.46% | 22.30%-5.8pp | 46.47%-30.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,203 | $2,692-55.3% | $3,660-67.1% | $2,471-51.3% |
| Participant deferral / active EE | $5,164 | $3,282+57.3% | $4,370+18.2% | $3,740+38.1% |
| Admin fee / account holder | $3,187 | $4,400-27.6% | $5,945-46.4% | $5,306-39.9% |