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 | $35,177 | $53,822-34.6% | $75,696-53.5% | $85,850-59.0% |
| Participation rate | 37.9% | 69.1%-31.1pp | 74.8%-36.9pp | 69.3%-31.4pp |
| Annual return | 18.65% | 24.54%-5.9pp | 104.53%-85.9pp | 318.53%-299.9pp |
| Employer contribution / active EE | $759 | $2,017-62.4% | $2,743-72.3% | $2,565-70.4% |
| Participant deferral / active EE | $2,265 | $2,895-21.8% | $3,821-40.7% | $3,952-42.7% |
| Admin fee / account holder | $1,963 | $3,343-41.3% | $3,619-45.7% | $6,260-68.6% |