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 | $35,275 | $74,927-52.9% | $101,794-65.3% | $84,808-58.4% |
| Participation rate | 63.5% | 61.4%+2.1pp | 69.2%-5.7pp | 68.3%-4.8pp |
| Annual return | 17.09% | 18.70%-1.6pp | 30.53%-13.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,474 | $1,522-3.1% | $2,289-35.6% | $2,631-44.0% |
| Participant deferral / active EE | $3,830 | $3,099+23.6% | $4,084-6.2% | $4,212-9.1% |
| Admin fee / account holder | $2,911 | $6,514-55.3% | $8,777-66.8% | $7,344-60.4% |