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 | $23,150 | $81,248-71.5% | $155,509-85.1% | $80,856-71.4% |
| Participation rate | 67.6% | 66.2%+1.4pp | 78.2%-10.5pp | 67.6%0pp |
| Annual return | 11.97% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,194 | $3,100-29.2% | $4,672-53.0% | $2,755-20.4% |
| Participant deferral / active EE | $2,539 | $3,452-26.4% | $5,626-54.9% | $4,296-40.9% |
| Admin fee / account holder | $1,872 | $7,997-76.6% | $15,912-88.2% | $6,918-72.9% |