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 | $39,232 | $60,349-35.0% | $74,183-47.1% | $62,891-37.6% |
| Participation rate | 61.1% | 72.7%-11.6pp | 76.6%-15.5pp | 69.3%-8.2pp |
| Annual return | 7.70% | 21.37%-13.7pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,316 | $1,680-21.7% | $2,370-44.5% | $2,281-42.3% |
| Participant deferral / active EE | $3,680 | $2,856+28.8% | $3,550+3.7% | $3,203+14.9% |
| Admin fee / account holder | $1,246 | $4,261-70.8% | $5,586-77.7% | $4,296-71.0% |