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 | $25,058 | $54,705-54.2% | $71,209-64.8% | $84,808-70.5% |
| Participation rate | 69.0% | 64.1%+5.0pp | 73.8%-4.7pp | 68.3%+0.7pp |
| Annual return | 17.81% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,675 | $2,158-22.4% | $2,721-38.5% | $2,631-36.4% |
| Participant deferral / active EE | $3,248 | $3,030+7.2% | $4,175-22.2% | $4,212-22.9% |
| Admin fee / account holder | $3,576 | $4,863-26.5% | $5,349-33.1% | $7,344-51.3% |