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 | $63,334 | $80,968-21.8% | $96,544-34.4% | $75,163-15.7% |
| Participation rate | 53.2% | 71.8%-18.6pp | 76.0%-22.8pp | 67.2%-14.0pp |
| Annual return | 17.83% | 27.06%-9.2pp | 25.84%-8.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,769 | $2,282-22.5% | $2,965-40.3% | $2,670-33.7% |
| Participant deferral / active EE | $3,918 | $3,928-0.2% | $4,851-19.2% | $4,125-5.0% |
| Admin fee / account holder | $664 | $6,724-90.1% | $8,252-92.0% | $5,651-88.3% |