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 | $40,251 | $65,561-38.6% | $91,541-56.0% | $74,304-45.8% |
| Participation rate | 43.7% | 56.6%-12.9pp | 69.8%-26.1pp | 60.3%-16.7pp |
| Annual return | 18.42% | 17.68%+0.7pp | 20.50%-2.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $1,706 | $1,717-0.7% | $2,505-31.9% | $2,241-23.9% |
| Participant deferral / active EE | $2,780 | $2,918-4.7% | $4,008-30.6% | $3,767-26.2% |
| Admin fee / account holder | $5,088 | $3,333+52.7% | $6,956-26.9% | $2,969+71.4% |