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 | $27,580 | $72,277-61.8% | $101,248-72.8% | $79,858-65.5% |
| Participation rate | 64.3% | 68.5%-4.2pp | 75.8%-11.5pp | 69.6%-5.3pp |
| Annual return | 28.86% | 22.30%+6.6pp | 46.47%-17.6pp | 31.71%-2.9pp |
| Employer contribution / active EE | $1,237 | $2,692-54.0% | $3,660-66.2% | $2,471-49.9% |
| Participant deferral / active EE | $2,591 | $3,282-21.0% | $4,370-40.7% | $3,740-30.7% |
| Admin fee / account holder | $456 | $4,400-89.6% | $5,945-92.3% | $5,306-91.4% |