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 | $49,144 | $49,915-1.5% | $154,803-68.3% | $74,304-33.9% |
| Participation rate | 18.8% | 54.0%-35.1pp | 78.1%-59.3pp | 60.3%-41.5pp |
| Annual return | 14.53% | 34.06%-19.5pp | 58.88%-44.4pp | 29.43%-14.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,091 | $2,255-7.3% | $5,540-62.3% | $3,767-44.5% |
| Admin fee / account holder | $13,992 | $2,189+539.2% | $14,329-2.4% | $2,969+371.3% |