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 | $41,632 | $127,065-67.2% | $113,168-63.2% | $142,382-70.8% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 14.69% | 24.03%-9.3pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,652 | $3,442-52.0% | $2,975-44.5% | $4,299-61.6% |
| Participant deferral / active EE | $2,443 | $5,716-57.3% | $5,107-52.2% | $6,507-62.5% |
| Admin fee / account holder | $1,670 | $15,736-89.4% | $12,068-86.2% | $12,624-86.8% |