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 3-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 | $24,066 | $74,927-67.9% | $101,794-76.4% | $84,808-71.6% |
| Participation rate | 36.8% | 61.4%-24.6pp | 69.2%-32.3pp | 68.3%-31.5pp |
| Annual return | 20.06% | 18.70%+1.4pp | 30.53%-10.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,030 | $1,522-32.3% | $2,289-55.0% | $2,631-60.9% |
| Participant deferral / active EE | $1,278 | $3,099-58.8% | $4,084-68.7% | $4,212-69.7% |
| Admin fee / account holder | $1,476 | $6,514-77.3% | $8,777-83.2% | $7,344-79.9% |