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 8-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 | $22,310 | $55,706-60.0% | $75,886-70.6% | $72,985-69.4% |
| Participation rate | 54.8% | 61.1%-6.4pp | 69.3%-14.5pp | 69.5%-14.7pp |
| Annual return | 24.33% | 27.59%-3.3pp | 30.76%-6.4pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,694 | $1,687+59.7% | $2,500+7.7% | $2,440+10.4% |
| Participant deferral / active EE | $2,506 | $2,634-4.9% | $3,603-30.5% | $3,607-30.5% |
| Admin fee / account holder | $4,545 | $3,978+14.2% | $5,418-16.1% | $5,124-11.3% |