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 3-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 | $22,595 | $81,460-72.3% | $103,333-78.1% | $80,856-72.1% |
| Participation rate | 59.3% | 66.8%-7.6pp | 74.5%-15.2pp | 67.6%-8.4pp |
| Annual return | 13.71% | 25.55%-11.8pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,611 | $3,105-48.1% | $3,868-58.3% | $2,755-41.5% |
| Participant deferral / active EE | $3,009 | $3,869-22.2% | $5,057-40.5% | $4,296-30.0% |
| Admin fee / account holder | $660 | $6,566-89.9% | $8,355-92.1% | $6,918-90.5% |