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 9-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 | $24,989 | $53,777-53.5% | $134,143-81.4% | $79,858-68.7% |
| Participation rate | 69.0% | 58.8%+10.2pp | 72.2%-3.2pp | 69.6%-0.7pp |
| Annual return | 21.04% | 19.01%+2.0pp | 36.33%-15.3pp | 31.71%-10.7pp |
| Employer contribution / active EE | $1,592 | $1,321+20.5% | $3,704-57.0% | $2,471-35.6% |
| Participant deferral / active EE | $2,186 | $2,420-9.7% | $3,499-37.5% | $3,740-41.6% |
| Admin fee / account holder | $3,274 | $3,984-17.8% | $6,684-51.0% | $5,306-38.3% |