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 | $20,086 | $49,915-59.8% | $154,803-87.0% | $74,304-73.0% |
| Participation rate | 68.5% | 54.0%+14.6pp | 78.1%-9.5pp | 60.3%+8.2pp |
| Annual return | 13.75% | 34.06%-20.3pp | 58.88%-45.1pp | 29.43%-15.7pp |
| Employer contribution / active EE | $1,632 | $1,611+1.3% | $4,305-62.1% | $2,241-27.2% |
| Participant deferral / active EE | $1,913 | $2,255-15.2% | $5,540-65.5% | $3,767-49.2% |
| Admin fee / account holder | $24,492 | $2,189+1018.9% | $14,329+70.9% | $2,969+725.0% |