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 9-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 | $38,527 | $58,512-34.2% | $84,015-54.1% | $72,985-47.2% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.3pp | 69.5%-2.8pp |
| Annual return | 17.19% | 28.93%-11.7pp | 71.31%-54.1pp | 81.00%-63.8pp |
| Employer contribution / active EE | $950 | $1,163-18.3% | $1,983-52.1% | $2,440-61.1% |
| Participant deferral / active EE | $2,765 | $2,394+15.5% | $3,239-14.6% | $3,607-23.4% |
| Admin fee / account holder | $2,228 | $4,569-51.2% | $6,101-63.5% | $5,124-56.5% |