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 | $42,693 | $57,016-25.1% | $84,966-49.8% | $80,856-47.2% |
| Participation rate | 37.5% | 56.3%-18.8pp | 67.5%-30.0pp | 67.6%-30.1pp |
| Annual return | 13.28% | 21.66%-8.4pp | 66.38%-53.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,786 | $1,798-0.6% | $2,727-34.5% | $2,755-35.2% |
| Participant deferral / active EE | $3,365 | $3,110+8.2% | $4,519-25.5% | $4,296-21.7% |
| Admin fee / account holder | $6,111 | $4,980+22.7% | $6,149-0.6% | $6,918-11.7% |