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 | $29,014 | $59,328-51.1% | $118,925-75.6% | $73,488-60.5% |
| Participation rate | 56.0% | 62.3%-6.3pp | 75.4%-19.4pp | 70.7%-14.7pp |
| Annual return | 27.58% | 19.13%+8.4pp | 35.88%-8.3pp | 28.51%-0.9pp |
| Employer contribution / active EE | $943 | $1,803-47.7% | $3,263-71.1% | $2,270-58.4% |
| Participant deferral / active EE | $1,586 | $2,604-39.1% | $4,265-62.8% | $3,740-57.6% |
| Admin fee / account holder | $1,082 | $600+80.3% | $6,581-83.6% | $513+111.0% |