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 8-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 | $23,965 | $81,460-70.6% | $103,333-76.8% | $80,856-70.4% |
| Participation rate | 65.7% | 66.8%-1.1pp | 74.5%-8.8pp | 67.6%-1.9pp |
| Annual return | 13.57% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,719 | $3,105-44.7% | $3,868-55.6% | $2,755-37.6% |
| Participant deferral / active EE | $2,730 | $3,869-29.4% | $5,057-46.0% | $4,296-36.5% |
| Admin fee / account holder | $1,109 | $6,566-83.1% | $8,355-86.7% | $6,918-84.0% |