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 7-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 | $33,910 | $106,584-68.2% | $101,326-66.5% | $142,382-76.2% |
| Participation rate | 58.3% | 82.7%-24.4pp | 81.5%-23.2pp | 80.1%-21.8pp |
| Annual return | 13.97% | 36.93%-23.0pp | 36.82%-22.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,654 | $3,956-58.2% | $3,665-54.9% | $4,299-61.5% |
| Participant deferral / active EE | $2,402 | $8,297-71.1% | $7,994-70.0% | $6,507-63.1% |
| Admin fee / account holder | $3,073 | $11,446-73.2% | $11,185-72.5% | $12,624-75.7% |