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 | $28,077 | $85,022-67.0% | $70,515-60.2% | $139,434-79.9% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 17.10% | 30.38%-13.3pp | 32.77%-15.7pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,355 | $3,909-65.3% | $2,973-54.4% | $4,751-71.5% |
| Participant deferral / active EE | $2,028 | $5,890-65.6% | $4,567-55.6% | $6,710-69.8% |
| Admin fee / account holder | $8,234 | $8,906-7.5% | $6,412+28.4% | $11,403-27.8% |