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 6-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 | $28,273 | $80,724-65.0% | $103,333-72.6% | $74,495-62.0% |
| Participation rate | 39.6% | 65.7%-26.0pp | 74.5%-34.9pp | 67.2%-27.6pp |
| Annual return | 13.72% | 27.56%-13.8pp | 24.88%-11.2pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,211 | $3,157-61.7% | $3,868-68.7% | $2,623-53.8% |
| Participant deferral / active EE | $2,261 | $3,860-41.4% | $5,057-55.3% | $4,346-48.0% |
| Admin fee / account holder | $2,484 | $2,368+4.9% | $8,355-70.3% | $1,942+27.9% |