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 | $30,785 | $86,286-64.3% | $111,297-72.3% | $85,850-64.1% |
| Participation rate | 48.6% | 73.3%-24.7pp | 77.3%-28.7pp | 69.3%-20.7pp |
| Annual return | 12.07% | 19.99%-7.9pp | 54.65%-42.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $995 | $2,043-51.3% | $2,731-63.6% | $2,565-61.2% |
| Participant deferral / active EE | $2,198 | $3,641-39.6% | $4,487-51.0% | $3,952-44.4% |
| Admin fee / account holder | $3,201 | $8,188-60.9% | $7,964-59.8% | $6,260-48.9% |