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 | $39,199 | $65,395-40.1% | $182,532-78.5% | $72,985-46.3% |
| Participation rate | 27.3% | 65.4%-38.2pp | 78.0%-50.7pp | 69.5%-42.2pp |
| Annual return | 19.97% | 27.68%-7.7pp | 148.54%-128.6pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,597 | $1,911-16.4% | $4,076-60.8% | $2,440-34.5% |
| Participant deferral / active EE | $2,228 | $3,563-37.5% | $5,524-59.7% | $3,607-38.2% |
| Admin fee / account holder | $1,186 | $4,245-72.1% | $8,592-86.2% | $5,124-76.9% |