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 | $25,811 | $102,616-74.8% | $81,983-68.5% | $158,922-83.8% |
| Participation rate | 52.6% | 75.5%-22.9pp | 69.2%-16.6pp | 82.0%-29.3pp |
| Annual return | 8.39% | 61.04%-52.6pp | 41.31%-32.9pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,406 | $3,240-56.6% | $2,498-43.7% | $4,761-70.5% |
| Participant deferral / active EE | $2,283 | $4,648-50.9% | $3,722-38.7% | $5,982-61.8% |
| Admin fee / account holder | $1,668 | $8,235-79.7% | $5,664-70.5% | $11,246-85.2% |