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 4-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 | $42,892 | $68,914-37.8% | $136,749-68.6% | $74,304-42.3% |
| Participation rate | 51.0% | 51.3%-0.3pp | 72.1%-21.1pp | 60.3%-9.3pp |
| Annual return | 16.82% | 16.34%+0.5pp | 24.33%-7.5pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,113 | $1,561-28.7% | $3,400-67.3% | $2,241-50.3% |
| Participant deferral / active EE | $2,949 | $2,541+16.0% | $4,692-37.2% | $3,767-21.7% |
| Admin fee / account holder | $1,666 | $3,149-47.1% | $11,386-85.4% | $2,969-43.9% |