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 | $23,514 | $61,774-61.9% | $97,226-75.8% | $80,856-70.9% |
| Participation rate | 46.7% | 63.5%-16.8pp | 72.7%-26.0pp | 67.6%-21.0pp |
| Annual return | 10.84% | -557.90%+568.7pp | 75.13%-64.3pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,601 | $1,837-12.8% | $2,729-41.3% | $2,755-41.9% |
| Participant deferral / active EE | $2,459 | $3,029-18.8% | $4,264-42.3% | $4,296-42.8% |
| Admin fee / account holder | $1,210 | $5,166-76.6% | $5,654-78.6% | $6,918-82.5% |