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 | $53,586 | $81,460-34.2% | $103,333-48.1% | $80,856-33.7% |
| Participation rate | 37.0% | 66.8%-29.8pp | 74.5%-37.5pp | 67.6%-30.6pp |
| Annual return | 16.03% | 25.55%-9.5pp | 24.88%-8.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,075 | $3,105-65.4% | $3,868-72.2% | $2,755-61.0% |
| Participant deferral / active EE | $1,783 | $3,869-53.9% | $5,057-64.7% | $4,296-58.5% |
| Admin fee / account holder | $52,020 | $6,566+692.2% | $8,355+522.6% | $6,918+651.9% |