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 | $34,619 | $37,426-7.5% | $77,482-55.3% | $79,858-56.6% |
| Participation rate | 38.8% | 41.5%-2.7pp | 54.2%-15.4pp | 69.6%-30.8pp |
| Annual return | 20.55% | 39.70%-19.1pp | 54.79%-34.2pp | 31.71%-11.2pp |
| Employer contribution / active EE | $812 | $637+27.6% | $986-17.7% | $2,471-67.1% |
| Participant deferral / active EE | $1,029 | $1,260-18.3% | $1,861-44.7% | $3,740-72.5% |
| Admin fee / account holder | $982 | $2,504-60.8% | $2,858-65.6% | $5,306-81.5% |