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 | $38,951 | $60,892-36.0% | $82,389-52.7% | $84,808-54.1% |
| Participation rate | 50.0% | 63.3%-13.3pp | 69.5%-19.5pp | 68.3%-18.3pp |
| Annual return | 14.49% | 37.29%-22.8pp | 28.67%-14.2pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,598 | $1,779-10.2% | $2,517-36.5% | $2,631-39.3% |
| Participant deferral / active EE | $2,407 | $3,179-24.3% | $4,155-42.1% | $4,212-42.8% |
| Admin fee / account holder | $7,467 | $5,467+36.6% | $7,231+3.3% | $7,344+1.7% |