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 | $27,780 | $51,045-45.6% | $70,515-60.6% | $71,457-61.1% |
| Participation rate | 30.2% | 59.4%-29.2pp | 68.3%-38.1pp | 67.9%-37.7pp |
| Annual return | 15.50% | 42.63%-27.1pp | 32.77%-17.3pp | 28.85%-13.3pp |
| Employer contribution / active EE | $824 | $1,790-54.0% | $2,973-72.3% | $2,588-68.2% |
| Participant deferral / active EE | $986 | $3,026-67.4% | $4,567-78.4% | $4,289-77.0% |
| Admin fee / account holder | $3,389 | $1,994+70.0% | $6,412-47.1% | $1,587+113.5% |