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 | $25,822 | $72,277-64.3% | $101,248-74.5% | $79,858-67.7% |
| Participation rate | 43.4% | 68.5%-25.1pp | 75.8%-32.4pp | 69.6%-26.2pp |
| Annual return | 24.81% | 22.30%+2.5pp | 46.47%-21.7pp | 31.71%-6.9pp |
| Employer contribution / active EE | $1,158 | $2,692-57.0% | $3,660-68.4% | $2,471-53.1% |
| Participant deferral / active EE | $2,146 | $3,282-34.6% | $4,370-50.9% | $3,740-42.6% |
| Admin fee / account holder | $1,946 | $4,400-55.8% | $5,945-67.3% | $5,306-63.3% |