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 8-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 | $22,440 | $72,277-69.0% | $101,248-77.8% | $79,858-71.9% |
| Participation rate | 47.1% | 68.5%-21.4pp | 75.8%-28.7pp | 69.6%-22.6pp |
| Annual return | 20.64% | 22.30%-1.7pp | 46.47%-25.8pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,124 | $2,692-58.2% | $3,660-69.3% | $2,471-54.5% |
| Participant deferral / active EE | $2,766 | $3,282-15.7% | $4,370-36.7% | $3,740-26.0% |
| Admin fee / account holder | $531 | $4,400-87.9% | $5,945-91.1% | $5,306-90.0% |