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 | $64,188 | $80,717-20.5% | $154,803-58.5% | $84,808-24.3% |
| Participation rate | 54.4% | 66.8%-12.4pp | 78.1%-23.6pp | 68.3%-13.9pp |
| Annual return | 18.53% | 37.96%-19.4pp | 58.88%-40.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,638 | $2,761-40.7% | $4,305-62.0% | $2,631-37.8% |
| Participant deferral / active EE | $3,222 | $3,303-2.5% | $5,540-41.8% | $4,212-23.5% |
| Admin fee / account holder | $2,011 | $6,746-70.2% | $14,329-86.0% | $7,344-72.6% |