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 | $52,588 | $163,101-67.8% | $136,749-61.5% | $142,382-63.1% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 19.57% | 27.54%-8.0pp | 24.33%-4.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,469 | $4,117-64.3% | $3,400-56.8% | $4,299-65.8% |
| Participant deferral / active EE | $1,768 | $5,585-68.3% | $4,692-62.3% | $6,507-72.8% |
| Admin fee / account holder | $1,849 | $14,318-87.1% | $11,386-83.8% | $12,624-85.4% |