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 | $24,744 | $54,541-54.6% | $78,778-68.6% | $70,131-64.7% |
| Participation rate | 62.0% | 60.8%+1.2pp | 69.2%-7.2pp | 69.5%-7.6pp |
| Annual return | 28.81% | 21.07%+7.7pp | 35.62%-6.8pp | 73.14%-44.3pp |
| Employer contribution / active EE | $2,582 | $1,089+137.2% | $1,986+30.0% | $2,342+10.2% |
| Participant deferral / active EE | $5,273 | $2,210+138.6% | $2,958+78.2% | $3,332+58.3% |
| Admin fee / account holder | $4,947 | $3,709+33.4% | $5,134-3.6% | $4,645+6.5% |