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 | $57,317 | $98,750-42.0% | $149,696-61.7% | $79,858-28.2% |
| Participation rate | 55.1% | 75.8%-20.7pp | 82.5%-27.4pp | 69.6%-14.5pp |
| Annual return | 18.01% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,551 | $5,680-19.9% | $6,842-33.5% | $3,740+21.7% |
| Admin fee / account holder | $4,429 | $6,053-26.8% | $9,309-52.4% | $5,306-16.5% |