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 | $36,907 | $101,724-63.7% | $164,813-77.6% | $80,856-54.4% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.6%-1.0pp |
| Annual return | 14.08% | 16.72%-2.6pp | 69.93%-55.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,590 | $2,953-12.3% | $4,341-40.3% | $2,755-6.0% |
| Participant deferral / active EE | $4,117 | $4,477-8.0% | $6,031-31.7% | $4,296-4.2% |
| Admin fee / account holder | $3,468 | $8,227-57.9% | $12,690-72.7% | $6,918-49.9% |