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 | $34,359 | $78,926-56.5% | $136,749-74.9% | $84,808-59.5% |
| Participation rate | 66.7% | 62.2%+4.5pp | 72.1%-5.5pp | 68.3%-1.6pp |
| Annual return | 19.78% | 18.17%+1.6pp | 24.33%-4.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $989 | $2,134-53.7% | $3,400-70.9% | $2,631-62.4% |
| Participant deferral / active EE | $2,037 | $3,168-35.7% | $4,692-56.6% | $4,212-51.6% |
| Admin fee / account holder | $2,039 | $6,369-68.0% | $11,386-82.1% | $7,344-72.2% |