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 | $12,940 | $48,046-73.1% | $84,611-84.7% | $72,985-82.3% |
| Participation rate | 58.1% | 57.6%+0.5pp | 68.2%-10.2pp | 69.5%-11.4pp |
| Annual return | 21.64% | 37.38%-15.7pp | 258.74%-237.1pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,089 | $1,602-32.0% | $2,652-58.9% | $2,440-55.4% |
| Participant deferral / active EE | $1,954 | $2,680-27.1% | $3,899-49.9% | $3,607-45.8% |
| Admin fee / account holder | $2,534 | $3,395-25.4% | $4,912-48.4% | $5,124-50.5% |