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 6-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 | $23,272 | $73,933-68.5% | $96,683-75.9% | $75,163-69.0% |
| Participation rate | 60.6% | 66.4%-5.8pp | 74.3%-13.7pp | 67.2%-6.6pp |
| Annual return | 19.51% | 26.70%-7.2pp | 35.69%-16.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,494 | $2,928-49.0% | $3,737-60.0% | $2,670-44.1% |
| Participant deferral / active EE | $3,327 | $3,659-9.1% | $4,878-31.8% | $4,125-19.3% |
| Admin fee / account holder | $4,348 | $5,216-16.6% | $6,730-35.4% | $5,651-23.1% |