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 8-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 | $27,037 | $106,515-74.6% | $96,683-72.0% | $139,434-80.6% |
| Participation rate | 61.1% | 77.8%-16.7pp | 74.3%-13.2pp | 80.3%-19.2pp |
| Annual return | 17.40% | 38.43%-21.0pp | 35.69%-18.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,387 | $4,103-66.2% | $3,737-62.9% | $4,751-70.8% |
| Participant deferral / active EE | $3,502 | $5,454-35.8% | $4,878-28.2% | $6,710-47.8% |
| Admin fee / account holder | $2,770 | $7,877-64.8% | $6,730-58.8% | $11,403-75.7% |