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 | $67,317 | $117,983-42.9% | $101,794-33.9% | $142,382-52.7% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.2%-7.6pp | 80.1%-18.6pp |
| Annual return | 17.51% | 36.92%-19.4pp | 30.53%-13.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,994 | $2,773-28.1% | $2,289-12.9% | $4,299-53.6% |
| Participant deferral / active EE | $4,804 | $4,714+1.9% | $4,084+17.6% | $6,507-26.2% |
| Admin fee / account holder | $10,127 | $10,433-2.9% | $8,777+15.4% | $12,624-19.8% |