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 5-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 | $40,021 | $74,927-46.6% | $101,794-60.7% | $84,808-52.8% |
| Participation rate | 30.8% | 61.4%-30.6pp | 69.2%-38.4pp | 68.3%-37.5pp |
| Annual return | 20.55% | 18.70%+1.8pp | 30.53%-10.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,582 | $1,522+3.9% | $2,289-30.9% | $2,631-39.9% |
| Participant deferral / active EE | $2,878 | $3,099-7.1% | $4,084-29.5% | $4,212-31.7% |
| Admin fee / account holder | $1,786 | $6,514-72.6% | $8,777-79.6% | $7,344-75.7% |