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 | $60,065 | $74,927-19.8% | $101,794-41.0% | $84,808-29.2% |
| Participation rate | 39.6% | 61.4%-21.8pp | 69.2%-29.6pp | 68.3%-28.7pp |
| Annual return | 16.08% | 18.70%-2.6pp | 30.53%-14.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $888 | $1,522-41.6% | $2,289-61.2% | $2,631-66.2% |
| Participant deferral / active EE | $3,076 | $3,099-0.7% | $4,084-24.7% | $4,212-27.0% |
| Admin fee / account holder | $4,461 | $6,514-31.5% | $8,777-49.2% | $7,344-39.3% |