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 8-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 | $22,783 | $72,277-68.5% | $101,248-77.5% | $79,858-71.5% |
| Participation rate | 48.3% | 68.5%-20.2pp | 75.8%-27.5pp | 69.6%-21.4pp |
| Annual return | 15.67% | 22.30%-6.6pp | 46.47%-30.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,105 | $2,692-59.0% | $3,660-69.8% | $2,471-55.3% |
| Participant deferral / active EE | $2,824 | $3,282-13.9% | $4,370-35.4% | $3,740-24.5% |
| Admin fee / account holder | $2,694 | $4,400-38.8% | $5,945-54.7% | $5,306-49.2% |