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 | $34,989 | $57,065-38.7% | $75,670-53.8% | $70,131-50.1% |
| Participation rate | 60.3% | 68.1%-7.7pp | 72.3%-12.0pp | 69.5%-9.2pp |
| Annual return | 22.35% | 23.57%-1.2pp | 27.34%-5.0pp | 73.14%-50.8pp |
| Employer contribution / active EE | $1,023 | $1,817-43.7% | $2,352-56.5% | $2,342-56.3% |
| Participant deferral / active EE | $3,680 | $2,580+42.6% | $3,142+17.1% | $3,332+10.5% |
| Admin fee / account holder | $1,072 | $3,825-72.0% | $5,800-81.5% | $4,645-76.9% |