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 | $25,023 | $91,190-72.6% | $178,490-86.0% | $79,858-68.7% |
| Participation rate | 51.4% | 69.2%-17.8pp | 81.9%-30.6pp | 69.6%-18.3pp |
| Annual return | 13.85% | 24.19%-10.3pp | 151.07%-137.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $912 | $3,256-72.0% | $5,011-81.8% | $2,471-63.1% |
| Participant deferral / active EE | $2,610 | $3,236-19.3% | $5,202-49.8% | $3,740-30.2% |
| Admin fee / account holder | $3,803 | $6,751-43.7% | $13,984-72.8% | $5,306-28.3% |