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 | $36,531 | $59,839-39.0% | $81,983-55.4% | $79,858-54.3% |
| Participation rate | 35.6% | 61.6%-26.0pp | 69.2%-33.6pp | 69.6%-34.0pp |
| Annual return | 19.28% | 17.56%+1.7pp | 41.31%-22.0pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,104 | $1,713-35.5% | $2,498-55.8% | $2,471-55.3% |
| Participant deferral / active EE | $2,390 | $2,695-11.3% | $3,722-35.8% | $3,740-36.1% |
| Admin fee / account holder | $1,289 | $4,287-69.9% | $5,664-77.2% | $5,306-75.7% |