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 7-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 | $26,100 | $59,097-55.8% | $82,389-68.3% | $74,304-64.9% |
| Participation rate | 33.7% | 52.8%-19.0pp | 69.5%-35.8pp | 60.3%-26.6pp |
| Annual return | 18.25% | 22.85%-4.6pp | 28.67%-10.4pp | 29.43%-11.2pp |
| Employer contribution / active EE | $1,053 | $1,601-34.2% | $2,517-58.2% | $2,241-53.0% |
| Participant deferral / active EE | $1,425 | $2,775-48.7% | $4,155-65.7% | $3,767-62.2% |
| Admin fee / account holder | $2,969 | $4,489-33.9% | $7,231-58.9% | $2,9690% |