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 8-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 | $35,466 | $74,927-52.7% | $101,794-65.2% | $84,808-58.2% |
| Participation rate | 64.0% | 61.4%+2.6pp | 69.2%-5.2pp | 68.3%-4.3pp |
| Annual return | 19.13% | 18.70%+0.4pp | 30.53%-11.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,487 | $1,522-2.3% | $2,289-35.0% | $2,631-43.5% |
| Participant deferral / active EE | $2,402 | $3,099-22.5% | $4,084-41.2% | $4,212-43.0% |
| Admin fee / account holder | $1,314 | $6,514-79.8% | $8,777-85.0% | $7,344-82.1% |