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 6-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 | $25,640 | $77,314-66.8% | $177,989-85.6% | $80,856-68.3% |
| Participation rate | 50.0% | 65.7%-15.7pp | 77.1%-27.1pp | 67.6%-17.6pp |
| Annual return | 16.35% | 18.09%-1.7pp | 294.48%-278.1pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,833 | $2,292-20.0% | $3,949-53.6% | $2,755-33.5% |
| Participant deferral / active EE | $3,028 | $4,411-31.3% | $6,276-51.8% | $4,296-29.5% |
| Admin fee / account holder | $3,032 | $7,191-57.8% | $10,363-70.7% | $6,918-56.2% |