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 | $17,247 | $45,073-61.7% | $69,455-75.2% | $72,985-76.4% |
| Participation rate | 66.7% | 68.5%-1.8pp | 74.6%-7.9pp | 69.5%-2.8pp |
| Annual return | 25.82% | 22.65%+3.2pp | 28.97%-3.1pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,152 | $2,054-43.9% | $2,779-58.5% | $2,440-52.8% |
| Participant deferral / active EE | $3,835 | $2,602+47.4% | $3,535+8.5% | $3,607+6.3% |
| Admin fee / account holder | $642 | $3,056-79.0% | $3,839-83.3% | $5,124-87.5% |