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 | $25,456 | $78,672-67.6% | $109,143-76.7% | $85,850-70.3% |
| Participation rate | 60.0% | 68.3%-8.3pp | 75.9%-15.9pp | 69.3%-9.3pp |
| Annual return | 17.26% | 25.09%-7.8pp | 25.75%-8.5pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,269 | $2,735-53.6% | $3,722-65.9% | $2,565-50.5% |
| Participant deferral / active EE | $2,281 | $3,467-34.2% | $4,653-51.0% | $3,952-42.3% |
| Admin fee / account holder | $417 | $5,469-92.4% | $6,752-93.8% | $6,260-93.3% |