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 | $57,777 | $148,978-61.2% | $200,582-71.2% | $84,808-31.9% |
| Participation rate | 67.5% | 84.2%-16.7pp | 86.9%-19.4pp | 68.3%-0.8pp |
| Annual return | 21.80% | 28.16%-6.4pp | 42.33%-20.5pp | 40.90%-19.1pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,763 | $7,142+36.7% | $9,331+4.6% | $4,212+131.8% |
| Admin fee / account holder | $9,621 | $13,977-31.2% | $16,305-41.0% | $7,344+31.0% |