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 | $39,039 | $58,512-33.3% | $84,015-53.5% | $72,985-46.5% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.0%-29.0pp | 69.5%-29.5pp |
| Annual return | 19.77% | 28.93%-9.2pp | 71.31%-51.5pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,207 | $1,163+89.8% | $1,983+11.3% | $2,440-9.5% |
| Participant deferral / active EE | $2,271 | $2,394-5.1% | $3,239-29.9% | $3,607-37.1% |
| Admin fee / account holder | $4,073 | $4,569-10.9% | $6,101-33.2% | $5,124-20.5% |