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 7-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 | $30,122 | $89,753-66.4% | $107,525-72.0% | $84,808-64.5% |
| Participation rate | 61.1% | 68.1%-6.9pp | 75.1%-14.0pp | 68.3%-7.2pp |
| Annual return | 29.50% | 29.48%0pp | 181.32%-151.8pp | 40.90%-11.4pp |
| Employer contribution / active EE | $2,665 | $3,113-14.4% | $3,754-29.0% | $2,631+1.3% |
| Participant deferral / active EE | $3,344 | $4,056-17.6% | $5,116-34.6% | $4,212-20.6% |
| Admin fee / account holder | $925 | $7,222-87.2% | $8,919-89.6% | $7,344-87.4% |