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 | $58,184 | $59,839-2.8% | $81,983-29.0% | $79,858-27.1% |
| Participation rate | 56.9% | 61.6%-4.7pp | 69.2%-12.3pp | 69.6%-12.7pp |
| Annual return | 15.39% | 17.56%-2.2pp | 41.31%-25.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,250 | $1,713-27.0% | $2,498-49.9% | $2,471-49.4% |
| Participant deferral / active EE | $2,442 | $2,695-9.4% | $3,722-34.4% | $3,740-34.7% |
| Admin fee / account holder | $4,478 | $4,287+4.4% | $5,664-20.9% | $5,306-15.6% |