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 | $74,532 | $81,248-8.3% | $155,509-52.1% | $80,856-7.8% |
| Participation rate | 68.9% | 66.2%+2.7pp | 78.2%-9.3pp | 67.6%+1.3pp |
| Annual return | 14.74% | 33.31%-18.6pp | 64.67%-49.9pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,350 | $3,100-56.5% | $4,672-71.1% | $2,755-51.0% |
| Participant deferral / active EE | $5,121 | $3,452+48.4% | $5,626-9.0% | $4,296+19.2% |
| Admin fee / account holder | $10,500 | $7,997+31.3% | $15,912-34.0% | $6,918+51.8% |