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 | $24,803 | $110,261-77.5% | $95,745-74.1% | $139,434-82.2% |
| Participation rate | 60.0% | 75.8%-15.8pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 15.08% | 27.11%-12.0pp | 28.35%-13.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,776 | $3,257-14.8% | $2,835-2.1% | $4,751-41.6% |
| Participant deferral / active EE | $3,086 | $4,676-34.0% | $4,245-27.3% | $6,710-54.0% |
| Admin fee / account holder | $62,639 | $6,613+847.2% | $5,678+1003.2% | $11,403+449.3% |