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 | $26,682 | $65,365-59.2% | $92,893-71.3% | $72,985-63.4% |
| Participation rate | 56.9% | 68.3%-11.4pp | 76.0%-19.1pp | 69.5%-12.5pp |
| Annual return | 23.93% | 42.10%-18.2pp | 109.41%-85.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,606 | $2,594-38.1% | $3,653-56.0% | $2,440-34.2% |
| Participant deferral / active EE | $2,305 | $3,128-26.3% | $4,236-45.6% | $3,607-36.1% |
| Admin fee / account holder | $2,000 | $4,251-52.9% | $5,794-65.5% | $5,124-61.0% |