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 | $23,589 | $77,899-69.7% | $149,673-84.2% | $75,163-68.6% |
| Participation rate | 44.4% | 65.6%-21.1pp | 78.8%-34.3pp | 67.2%-22.7pp |
| Annual return | 24.77% | 31.72%-7.0pp | 134.42%-109.6pp | 160.62%-135.9pp |
| Employer contribution / active EE | $1,059 | $3,137-66.3% | $4,818-78.0% | $2,670-60.3% |
| Participant deferral / active EE | $1,591 | $3,411-53.4% | $5,680-72.0% | $4,125-61.4% |
| Admin fee / account holder | $2,429 | $5,956-59.2% | $13,210-81.6% | $5,651-57.0% |