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 | $74,053 | $70,475+5.1% | $100,516-26.3% | $79,858-7.3% |
| Participation rate | 64.7% | 73.7%-8.9pp | 79.4%-14.7pp | 69.6%-4.9pp |
| Annual return | 15.26% | 21.90%-6.6pp | 30.89%-15.6pp | 31.71%-16.5pp |
| Employer contribution / active EE | $5,942 | $2,165+174.5% | $3,418+73.9% | $2,471+140.5% |
| Participant deferral / active EE | $3,925 | $5,181-24.2% | $6,270-37.4% | $3,740+4.9% |
| Admin fee / account holder | $7,869 | $4,478+75.7% | $8,081-2.6% | $5,306+48.3% |