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 | $38,492 | $81,460-52.7% | $103,333-62.7% | $80,856-52.4% |
| Participation rate | 65.2% | 66.8%-1.7pp | 74.5%-9.4pp | 67.6%-2.5pp |
| Annual return | 26.22% | 25.55%+0.7pp | 24.88%+1.3pp | 35.59%-9.4pp |
| Employer contribution / active EE | $1,792 | $3,105-42.3% | $3,868-53.7% | $2,755-35.0% |
| Participant deferral / active EE | $2,844 | $3,869-26.5% | $5,057-43.8% | $4,296-33.8% |
| Admin fee / account holder | $8,208 | $6,566+25.0% | $8,355-1.8% | $6,918+18.6% |