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 | $31,601 | $51,175-38.2% | $70,515-55.2% | $75,163-58.0% |
| Participation rate | 41.2% | 60.9%-19.8pp | 68.3%-27.2pp | 67.2%-26.0pp |
| Annual return | 13.51% | 30.02%-16.5pp | 32.77%-19.3pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,420 | $1,826-22.2% | $2,973-52.2% | $2,670-46.8% |
| Participant deferral / active EE | $2,844 | $2,849-0.2% | $4,567-37.7% | $4,125-31.1% |
| Admin fee / account holder | $2,153 | $4,091-47.4% | $6,412-66.4% | $5,651-61.9% |