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 | $27,303 | $54,701-50.1% | $86,188-68.3% | $71,457-61.8% |
| Participation rate | 37.8% | 60.1%-22.3pp | 69.0%-31.1pp | 67.9%-30.1pp |
| Annual return | 24.90% | 20.06%+4.8pp | 1168.45%-1143.6pp | 28.85%-4.0pp |
| Employer contribution / active EE | $1,010 | $1,265-20.2% | $2,380-57.6% | $2,588-61.0% |
| Participant deferral / active EE | $2,017 | $3,108-35.1% | $3,985-49.4% | $4,289-53.0% |
| Admin fee / account holder | $1,440 | $1,922-25.0% | $6,852-79.0% | $1,587-9.3% |