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 10-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 | $24,176 | $85,766-71.8% | $136,294-82.3% | $70,131-65.5% |
| Participation rate | 59.4% | 74.2%-14.8pp | 81.9%-22.5pp | 69.5%-10.2pp |
| Annual return | 17.91% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,567 | $2,966-47.2% | $4,695-66.6% | $2,342-33.1% |
| Participant deferral / active EE | $2,551 | $5,051-49.5% | $6,247-59.2% | $3,332-23.4% |
| Admin fee / account holder | $2,649 | $5,420-51.1% | $9,243-71.3% | $4,645-43.0% |