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 | $23,774 | $80,717-70.5% | $154,803-84.6% | $84,808-72.0% |
| Participation rate | 61.2% | 66.8%-5.6pp | 78.1%-16.8pp | 68.3%-7.1pp |
| Annual return | 17.04% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,029 | $2,761-62.7% | $4,305-76.1% | $2,631-60.9% |
| Participant deferral / active EE | $2,242 | $3,303-32.1% | $5,540-59.5% | $4,212-46.8% |
| Admin fee / account holder | $7,187 | $6,746+6.5% | $14,329-49.8% | $7,344-2.1% |