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 7-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 | $67,029 | $138,347-51.5% | $184,203-63.6% | $80,856-17.1% |
| Participation rate | 60.5% | 83.9%-23.3pp | 86.8%-26.3pp | 67.6%-7.1pp |
| Annual return | 11.62% | 20.02%-8.4pp | 28.81%-17.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,227 | $7,071+44.6% | $9,131+12.0% | $4,296+138.1% |
| Admin fee / account holder | $3,389 | $10,483-67.7% | $13,901-75.6% | $6,918-51.0% |