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 9-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 | $24,054 | $70,475-65.9% | $100,516-76.1% | $79,858-69.9% |
| Participation rate | 63.8% | 73.7%-9.8pp | 79.4%-15.6pp | 69.6%-5.8pp |
| Annual return | 271.40% | 21.90%+249.5pp | 30.89%+240.5pp | 31.71%+239.7pp |
| Employer contribution / active EE | $1,224 | $2,165-43.4% | $3,418-64.2% | $2,471-50.4% |
| Participant deferral / active EE | $3,877 | $5,181-25.2% | $6,270-38.2% | $3,740+3.7% |
| Admin fee / account holder | $2,990 | $4,478-33.2% | $8,081-63.0% | $5,306-43.7% |