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 | $31,207 | $80,968-61.5% | $96,544-67.7% | $75,163-58.5% |
| Participation rate | 56.9% | 71.8%-14.8pp | 76.0%-19.0pp | 67.2%-10.2pp |
| Annual return | 15.06% | 27.06%-12.0pp | 25.84%-10.8pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,041 | $2,282-10.5% | $2,965-31.2% | $2,670-23.5% |
| Participant deferral / active EE | $3,804 | $3,928-3.1% | $4,851-21.6% | $4,125-7.8% |
| Admin fee / account holder | $2,577 | $6,724-61.7% | $8,252-68.8% | $5,651-54.4% |