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 | $25,475 | $74,927-66.0% | $101,794-75.0% | $84,808-70.0% |
| Participation rate | 37.0% | 61.4%-24.4pp | 69.2%-32.2pp | 68.3%-31.4pp |
| Annual return | 27.72% | 18.70%+9.0pp | 30.53%-2.8pp | 40.90%-13.2pp |
| Employer contribution / active EE | $1,254 | $1,522-17.6% | $2,289-45.2% | $2,631-52.3% |
| Participant deferral / active EE | $1,942 | $3,099-37.3% | $4,084-52.4% | $4,212-53.9% |
| Admin fee / account holder | $2,198 | $6,514-66.2% | $8,777-75.0% | $7,344-70.1% |