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 | $59,007 | $105,856-44.3% | $285,549-79.3% | $116,875-49.5% |
| Participation rate | 40.9% | 68.4%-27.5pp | 83.2%-42.3pp | 74.5%-33.6pp |
| Annual return | 18.24% | 16.47%+1.8pp | 7.15%+11.1pp | 16.29%+1.9pp |
| Employer contribution / active EE | $1,017 | $2,968-65.7% | $5,022-79.8% | $3,288-69.1% |
| Participant deferral / active EE | $1,682 | $2,757-39.0% | $4,549-63.0% | $3,885-56.7% |
| Admin fee / account holder | $1,060 | $7,416-85.7% | $13,934-92.4% | $12,263-91.4% |