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 | $27,622 | $148,534-81.4% | $135,903-79.7% | $139,434-80.2% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 18.43% | 79.19%-60.8pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,389 | $5,243-35.4% | $4,856-30.2% | $4,751-28.7% |
| Participant deferral / active EE | $5,813 | $8,100-28.2% | $7,758-25.1% | $6,710-13.4% |
| Admin fee / account holder | $6,909 | $12,400-44.3% | $10,762-35.8% | $11,403-39.4% |