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 | $25,031 | $72,277-65.4% | $101,248-75.3% | $79,858-68.7% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 26.35% | 22.30%+4.1pp | 46.47%-20.1pp | 31.71%-5.4pp |
| Employer contribution / active EE | $1,273 | $2,692-52.7% | $3,660-65.2% | $2,471-48.5% |
| Participant deferral / active EE | $2,363 | $3,282-28.0% | $4,370-45.9% | $3,740-36.8% |
| Admin fee / account holder | $2,330 | $4,400-47.0% | $5,945-60.8% | $5,306-56.1% |