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 | $74,882 | $51,175+46.3% | $70,515+6.2% | $75,163-0.4% |
| Participation rate | 60.4% | 60.9%-0.6pp | 68.3%-8.0pp | 67.2%-6.8pp |
| Annual return | 14.73% | 30.02%-15.3pp | 32.77%-18.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,206 | $1,826-34.0% | $2,973-59.4% | $2,670-54.8% |
| Participant deferral / active EE | $2,596 | $2,849-8.9% | $4,567-43.2% | $4,125-37.1% |
| Admin fee / account holder | $7,155 | $4,091+74.9% | $6,412+11.6% | $5,651+26.6% |