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 | $71,698 | $86,929-17.5% | $102,423-30.0% | $80,856-11.3% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 14.79% | 18.88%-4.1pp | 29.32%-14.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,748 | $2,369+16.0% | $3,023-9.1% | $2,755-0.2% |
| Participant deferral / active EE | $6,405 | $4,118+55.5% | $5,053+26.8% | $4,296+49.1% |
| Admin fee / account holder | $7,673 | $8,049-4.7% | $9,451-18.8% | $6,918+10.9% |