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 9-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 | $74,688 | $100,326-25.6% | $180,183-58.5% | $84,808-11.9% |
| Participation rate | 64.3% | 71.0%-6.7pp | 77.4%-13.2pp | 68.3%-4.0pp |
| Annual return | 15.40% | 17.86%-2.5pp | 27.86%-12.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,514 | $3,269-53.7% | $5,039-69.9% | $2,631-42.4% |
| Participant deferral / active EE | $4,046 | $5,066-20.1% | $6,822-40.7% | $4,212-3.9% |
| Admin fee / account holder | $3,334 | $9,674-65.5% | $19,975-83.3% | $7,344-54.6% |