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 | $67,662 | $74,927-9.7% | $101,794-33.5% | $84,808-20.2% |
| Participation rate | 64.5% | 61.4%+3.1pp | 69.2%-4.7pp | 68.3%-3.8pp |
| Annual return | 15.74% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,799 | $1,522+18.2% | $2,289-21.4% | $2,631-31.6% |
| Participant deferral / active EE | $3,740 | $3,099+20.7% | $4,084-8.4% | $4,212-11.2% |
| Admin fee / account holder | $3,181 | $6,514-51.2% | $8,777-63.8% | $7,344-56.7% |