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 | $56,573 | $81,460-30.6% | $103,333-45.3% | $80,856-30.0% |
| Participation rate | 36.2% | 66.8%-30.7pp | 74.5%-38.3pp | 67.6%-31.5pp |
| Annual return | 13.50% | 25.55%-12.0pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,450 | $3,105-53.3% | $3,868-62.5% | $2,755-47.4% |
| Participant deferral / active EE | $2,349 | $3,869-39.3% | $5,057-53.5% | $4,296-45.3% |
| Admin fee / account holder | $1,333 | $6,566-79.7% | $8,355-84.0% | $6,918-80.7% |