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 9-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 | $50,625 | $74,927-32.4% | $101,794-50.3% | $84,808-40.3% |
| Participation rate | 39.0% | 61.4%-22.4pp | 69.2%-30.2pp | 68.3%-29.3pp |
| Annual return | 14.26% | 18.70%-4.4pp | 30.53%-16.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,300 | $1,522-14.6% | $2,289-43.2% | $2,631-50.6% |
| Participant deferral / active EE | $3,152 | $3,099+1.7% | $4,084-22.8% | $4,212-25.2% |
| Admin fee / account holder | $6,282 | $6,514-3.6% | $8,777-28.4% | $7,344-14.5% |