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 6-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 | $23,137 | $81,248-71.5% | $155,509-85.1% | $80,856-71.4% |
| Participation rate | 56.7% | 66.2%-9.6pp | 78.2%-21.5pp | 67.6%-11.0pp |
| Annual return | 11.03% | 33.31%-22.3pp | 64.67%-53.6pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,571 | $3,100-49.3% | $4,672-66.4% | $2,755-43.0% |
| Participant deferral / active EE | $2,537 | $3,452-26.5% | $5,626-54.9% | $4,296-40.9% |
| Admin fee / account holder | $484 | $7,997-93.9% | $15,912-97.0% | $6,918-93.0% |