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 | $27,509 | $89,753-69.4% | $107,525-74.4% | $84,808-67.6% |
| Participation rate | 64.4% | 68.1%-3.6pp | 75.1%-10.6pp | 68.3%-3.9pp |
| Annual return | 18.67% | 29.48%-10.8pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,244 | $3,113-60.1% | $3,754-66.9% | $2,631-52.7% |
| Participant deferral / active EE | $2,009 | $4,056-50.5% | $5,116-60.7% | $4,212-52.3% |
| Admin fee / account holder | $400 | $7,222-94.5% | $8,919-95.5% | $7,344-94.6% |