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 | $24,496 | $81,460-69.9% | $103,333-76.3% | $80,856-69.7% |
| Participation rate | 69.6% | 66.8%+2.7pp | 74.5%-4.9pp | 67.6%+1.9pp |
| Annual return | 16.28% | 25.55%-9.3pp | 24.88%-8.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $3,698 | $3,105+19.1% | $3,868-4.4% | $2,755+34.2% |
| Participant deferral / active EE | $2,334 | $3,869-39.7% | $5,057-53.8% | $4,296-45.7% |
| Admin fee / account holder | $795 | $6,566-87.9% | $8,355-90.5% | $6,918-88.5% |