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 7-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 | $23,369 | $73,933-68.4% | $96,683-75.8% | $75,163-68.9% |
| Participation rate | 53.8% | 66.4%-12.7pp | 74.3%-20.6pp | 67.2%-13.4pp |
| Annual return | 21.28% | 26.70%-5.4pp | 35.69%-14.4pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,414 | $2,928-51.7% | $3,737-62.2% | $2,670-47.0% |
| Participant deferral / active EE | $2,518 | $3,659-31.2% | $4,878-48.4% | $4,125-39.0% |
| Admin fee / account holder | $413 | $5,216-92.1% | $6,730-93.9% | $5,651-92.7% |