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 | $18,600 | $37,426-50.3% | $77,482-76.0% | $79,858-76.7% |
| Participation rate | 65.4% | 41.5%+23.9pp | 54.2%+11.2pp | 69.6%-4.2pp |
| Annual return | 17.95% | 39.70%-21.7pp | 54.79%-36.8pp | 31.71%-13.8pp |
| Employer contribution / active EE | $622 | $637-2.3% | $986-37.0% | $2,471-74.8% |
| Participant deferral / active EE | $1,262 | $1,260+0.2% | $1,861-32.2% | $3,740-66.3% |
| Admin fee / account holder | $1,047 | $2,504-58.2% | $2,858-63.4% | $5,306-80.3% |