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 | $41,847 | $78,926-47.0% | $136,749-69.4% | $84,808-50.7% |
| Participation rate | 54.8% | 62.2%-7.4pp | 72.1%-17.4pp | 68.3%-13.5pp |
| Annual return | 14.61% | 18.17%-3.6pp | 24.33%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,711 | $2,134-19.8% | $3,400-49.7% | $2,631-35.0% |
| Participant deferral / active EE | $2,770 | $3,168-12.6% | $4,692-41.0% | $4,212-34.2% |
| Admin fee / account holder | $7,437 | $6,369+16.8% | $11,386-34.7% | $7,344+1.3% |