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 | $63,777 | $76,050-16.1% | $96,544-33.9% | $71,457-10.7% |
| Participation rate | 53.2% | 74.4%-21.2pp | 76.0%-22.8pp | 67.9%-14.7pp |
| Annual return | 27.41% | 22.81%+4.6pp | 25.84%+1.6pp | 28.85%-1.4pp |
| Employer contribution / active EE | $1,011 | $2,244-54.9% | $2,965-65.9% | $2,588-60.9% |
| Participant deferral / active EE | $2,311 | $4,215-45.2% | $4,851-52.3% | $4,289-46.1% |
| Admin fee / account holder | $2,973 | $2,707+9.8% | $8,252-64.0% | $1,587+87.3% |