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 | $35,577 | $58,512-39.2% | $84,015-57.7% | $72,985-51.3% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.0%-9.0pp | 69.5%-9.5pp |
| Annual return | 23.06% | 28.93%-5.9pp | 71.31%-48.2pp | 81.00%-57.9pp |
| Employer contribution / active EE | $461 | $1,163-60.4% | $1,983-76.8% | $2,440-81.1% |
| Participant deferral / active EE | $2,109 | $2,394-11.9% | $3,239-34.9% | $3,607-41.5% |
| Admin fee / account holder | $3,142 | $4,569-31.2% | $6,101-48.5% | $5,124-38.7% |