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 | $21,094 | $71,050-70.3% | $93,606-77.5% | $80,856-73.9% |
| Participation rate | 68.0% | 60.4%+7.6pp | 68.7%-0.7pp | 67.6%+0.4pp |
| Annual return | 20.43% | 11.26%+9.2pp | 133.20%-112.8pp | 35.59%-15.2pp |
| Employer contribution / active EE | $2,846 | $1,564+82.0% | $2,420+17.6% | $2,755+3.3% |
| Participant deferral / active EE | $4,335 | $4,034+7.5% | $4,411-1.7% | $4,296+0.9% |
| Admin fee / account holder | $1,695 | $6,945-75.6% | $8,285-79.5% | $6,918-75.5% |