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 | $56,214 | $65,561-14.3% | $91,541-38.6% | $74,304-24.3% |
| Participation rate | 39.0% | 56.6%-17.5pp | 69.8%-30.7pp | 60.3%-21.3pp |
| Annual return | 13.14% | 17.68%-4.5pp | 20.50%-7.4pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1,422 | $1,717-17.2% | $2,505-43.2% | $2,241-36.5% |
| Participant deferral / active EE | $2,629 | $2,918-9.9% | $4,008-34.4% | $3,767-30.2% |
| Admin fee / account holder | $2,895 | $3,333-13.1% | $6,956-58.4% | $2,969-2.5% |