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 6-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 | $25,457 | $73,933-65.6% | $96,683-73.7% | $75,163-66.1% |
| Participation rate | 41.7% | 66.4%-24.8pp | 74.3%-32.7pp | 67.2%-25.5pp |
| Annual return | 17.86% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,336 | $2,928-54.4% | $3,737-64.2% | $2,670-50.0% |
| Participant deferral / active EE | $1,569 | $3,659-57.1% | $4,878-67.8% | $4,125-62.0% |
| Admin fee / account holder | $1,257 | $5,216-75.9% | $6,730-81.3% | $5,651-77.8% |