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 | $26,765 | $72,277-63.0% | $101,248-73.6% | $79,858-66.5% |
| Participation rate | 49.0% | 68.5%-19.4pp | 75.8%-26.8pp | 69.6%-20.6pp |
| Annual return | 21.05% | 22.30%-1.2pp | 46.47%-25.4pp | 31.71%-10.7pp |
| Employer contribution / active EE | $1,323 | $2,692-50.9% | $3,660-63.9% | $2,471-46.5% |
| Participant deferral / active EE | $2,497 | $3,282-23.9% | $4,370-42.9% | $3,740-33.2% |
| Admin fee / account holder | $1,926 | $4,400-56.2% | $5,945-67.6% | $5,306-63.7% |