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 | $20,650 | $63,355-67.4% | $91,989-77.6% | $72,985-71.7% |
| Participation rate | 48.3% | 72.5%-24.2pp | 78.6%-30.4pp | 69.5%-21.2pp |
| Annual return | 27.63% | 35.35%-7.7pp | 69.02%-41.4pp | 81.00%-53.4pp |
| Employer contribution / active EE | $1,459 | $2,116-31.0% | $3,452-57.7% | $2,440-40.2% |
| Participant deferral / active EE | $2,538 | $4,883-48.0% | $5,923-57.1% | $3,607-29.6% |
| Admin fee / account holder | $1,069 | $4,668-77.1% | $7,743-86.2% | $5,124-79.1% |