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 8-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 | $23,582 | $81,460-71.1% | $103,333-77.2% | $80,856-70.8% |
| Participation rate | 59.8% | 66.8%-7.1pp | 74.5%-14.7pp | 67.6%-7.8pp |
| Annual return | 17.43% | 25.55%-8.1pp | 24.88%-7.5pp | 35.59%-18.2pp |
| Employer contribution / active EE | $3,102 | $3,105-0.1% | $3,868-19.8% | $2,755+12.6% |
| Participant deferral / active EE | $3,058 | $3,869-20.9% | $5,057-39.5% | $4,296-28.8% |
| Admin fee / account holder | $1,717 | $6,566-73.8% | $8,355-79.4% | $6,918-75.2% |