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 | $74,563 | $55,371+34.7% | $95,585-22.0% | $74,304+0.3% |
| Participation rate | 50.0% | 53.8%-3.8pp | 72.1%-22.1pp | 60.3%-10.3pp |
| Annual return | 15.44% | 24.26%-8.8pp | 38.56%-23.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,220 | $1,437-15.1% | $2,527-51.7% | $2,241-45.6% |
| Participant deferral / active EE | $2,631 | $2,955-11.0% | $4,023-34.6% | $3,767-30.2% |
| Admin fee / account holder | $2,736 | $2,620+4.4% | $6,127-55.3% | $2,969-7.8% |