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 | $21,379 | $61,605-65.3% | $112,229-81.0% | $75,163-71.6% |
| Participation rate | 50.9% | 61.7%-10.7pp | 72.4%-21.5pp | 67.2%-16.2pp |
| Annual return | 17.10% | 28.47%-11.4pp | 30.20%-13.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,683 | $2,015-16.5% | $3,430-50.9% | $2,670-37.0% |
| Participant deferral / active EE | $2,726 | $3,108-12.3% | $4,798-43.2% | $4,125-33.9% |
| Admin fee / account holder | $1,429 | $4,862-70.6% | $7,748-81.6% | $5,651-74.7% |