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 | $36,249 | $73,933-51.0% | $96,683-62.5% | $75,163-51.8% |
| Participation rate | 56.8% | 66.4%-9.7pp | 74.3%-17.6pp | 67.2%-10.4pp |
| Annual return | 20.12% | 26.70%-6.6pp | 35.69%-15.6pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,980 | $2,928-32.4% | $3,737-47.0% | $2,670-25.8% |
| Participant deferral / active EE | $3,476 | $3,659-5.0% | $4,878-28.7% | $4,125-15.7% |
| Admin fee / account holder | $621 | $5,216-88.1% | $6,730-90.8% | $5,651-89.0% |