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 | $40,831 | $43,327-5.8% | $59,878-31.8% | $64,186-36.4% |
| Participation rate | 62.0% | 69.2%-7.1pp | 74.7%-12.7pp | 69.6%-7.5pp |
| Annual return | 7.61% | -1.55%+9.2pp | 3.46%+4.1pp | 7.63%0pp |
| Employer contribution / active EE | $634 | $2,028-68.7% | $2,722-76.7% | $2,381-73.4% |
| Participant deferral / active EE | $1,896 | $2,546-25.5% | $3,402-44.3% | $3,470-45.3% |
| Admin fee / account holder | $913 | $3,005-69.6% | $3,590-74.6% | $4,888-81.3% |