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 | $70,270 | $73,933-5.0% | $96,683-27.3% | $75,163-6.5% |
| Participation rate | 60.9% | 66.4%-5.6pp | 74.3%-13.5pp | 67.2%-6.3pp |
| Annual return | 24.49% | 26.70%-2.2pp | 35.69%-11.2pp | 160.62%-136.1pp |
| Employer contribution / active EE | $3,475 | $2,928+18.7% | $3,737-7.0% | $2,670+30.2% |
| Participant deferral / active EE | $7,123 | $3,659+94.7% | $4,878+46.0% | $4,125+72.7% |
| Admin fee / account holder | $15,268 | $5,216+192.7% | $6,730+126.9% | $5,651+170.2% |