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 | $28,474 | $57,541-50.5% | $95,745-70.3% | $75,163-62.1% |
| Participation rate | 50.0% | 62.5%-12.5pp | 72.3%-22.3pp | 67.2%-17.2pp |
| Annual return | 15.81% | 34.93%-19.1pp | 28.35%-12.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,550 | $1,808-14.3% | $2,835-45.3% | $2,670-41.9% |
| Participant deferral / active EE | $3,077 | $3,074+0.1% | $4,245-27.5% | $4,125-25.4% |
| Admin fee / account holder | $11,357 | $4,099+177.1% | $5,678+100.0% | $5,651+101.0% |