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 | $34,215 | $127,386-73.1% | $115,037-70.3% | $125,391-72.7% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 10.58% | 31.28%-20.7pp | 26.14%-15.6pp | 282.22%-271.6pp |
| Employer contribution / active EE | $3,101 | $5,166-40.0% | $4,608-32.7% | $4,866-36.3% |
| Participant deferral / active EE | $3,384 | $6,423-47.3% | $6,026-43.9% | $5,352-36.8% |
| Admin fee / account holder | $7,531 | $9,516-20.9% | $8,175-7.9% | $9,540-21.1% |