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 | $27,409 | $62,573-56.2% | $85,682-68.0% | $85,850-68.1% |
| Participation rate | 53.0% | 61.1%-8.1pp | 69.9%-16.8pp | 69.3%-16.3pp |
| Annual return | 12.57% | 23.77%-11.2pp | 21.49%-8.9pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,083 | $1,757+18.6% | $2,618-20.4% | $2,565-18.8% |
| Participant deferral / active EE | $3,607 | $2,802+28.7% | $3,923-8.1% | $3,952-8.7% |
| Admin fee / account holder | $1,886 | $4,640-59.4% | $6,873-72.6% | $6,260-69.9% |