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 | $20,799 | $60,022-65.3% | $88,946-76.6% | $84,808-75.5% |
| Participation rate | 61.5% | 57.8%+3.7pp | 68.8%-7.3pp | 68.3%-6.8pp |
| Annual return | 16.89% | 22.43%-5.5pp | 57.82%-40.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,383 | $1,703-18.8% | $2,555-45.9% | $2,631-47.4% |
| Participant deferral / active EE | $1,953 | $3,114-37.3% | $4,581-57.4% | $4,212-53.6% |
| Admin fee / account holder | $370 | $4,811-92.3% | $8,261-95.5% | $7,344-95.0% |