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 | $40,721 | $65,557-37.9% | $64,056-36.4% | $71,457-43.0% |
| Participation rate | 57.0% | 73.2%-16.2pp | 72.3%-15.3pp | 67.9%-10.9pp |
| Annual return | 18.72% | 18.94%-0.2pp | 33.69%-15.0pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,562 | $2,669-41.5% | $2,747-43.1% | $2,588-39.6% |
| Participant deferral / active EE | $4,470 | $3,626+23.3% | $3,880+15.2% | $4,289+4.2% |
| Admin fee / account holder | $4,274 | $616+593.9% | $3,068+39.3% | $1,587+169.3% |