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 4-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 | $42,365 | $48,750-13.1% | $88,946-52.4% | $74,304-43.0% |
| Participation rate | 50.4% | 44.5%+5.9pp | 68.8%-18.5pp | 60.3%-10.0pp |
| Annual return | 33.00% | 25.91%+7.1pp | 57.82%-24.8pp | 29.43%+3.6pp |
| Employer contribution / active EE | $924 | $1,255-26.4% | $2,555-63.8% | $2,241-58.8% |
| Participant deferral / active EE | $2,431 | $2,423+0.3% | $4,581-46.9% | $3,767-35.5% |
| Admin fee / account holder | $4,175 | $3,756+11.2% | $8,261-49.5% | $2,969+40.6% |