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 | $36,911 | $57,016-35.3% | $84,966-56.6% | $80,856-54.4% |
| Participation rate | 60.3% | 56.3%+3.9pp | 67.5%-7.2pp | 67.6%-7.3pp |
| Annual return | 12.02% | 21.66%-9.6pp | 66.38%-54.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,162 | $1,798-35.4% | $2,727-57.4% | $2,755-57.8% |
| Participant deferral / active EE | $2,408 | $3,110-22.5% | $4,519-46.7% | $4,296-43.9% |
| Admin fee / account holder | $1,701 | $4,980-65.8% | $6,149-72.3% | $6,918-75.4% |