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 8-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 | $37,325 | $79,944-53.3% | $98,439-62.1% | $75,163-50.3% |
| Participation rate | 62.3% | 70.4%-8.1pp | 75.2%-12.9pp | 67.2%-4.9pp |
| Annual return | 34.28% | 19.75%+14.5pp | 21.16%+13.1pp | 160.62%-126.3pp |
| Employer contribution / active EE | $1,539 | $2,264-32.0% | $3,048-49.5% | $2,670-42.4% |
| Participant deferral / active EE | $2,942 | $3,752-21.6% | $4,738-37.9% | $4,125-28.7% |
| Admin fee / account holder | $1,302 | $6,840-81.0% | $8,948-85.4% | $5,651-77.0% |