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 | $30,607 | $73,933-58.6% | $96,683-68.3% | $75,163-59.3% |
| Participation rate | 57.1% | 66.4%-9.3pp | 74.3%-17.2pp | 67.2%-10.0pp |
| Annual return | 17.54% | 26.70%-9.2pp | 35.69%-18.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,292 | $2,928-55.9% | $3,737-65.4% | $2,670-51.6% |
| Participant deferral / active EE | $2,056 | $3,659-43.8% | $4,878-57.9% | $4,125-50.2% |
| Admin fee / account holder | $1,744 | $5,216-66.6% | $6,730-74.1% | $5,651-69.1% |