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 | $59,098 | $80,717-26.8% | $154,803-61.8% | $84,808-30.3% |
| Participation rate | 61.3% | 66.8%-5.5pp | 78.1%-16.8pp | 68.3%-7.0pp |
| Annual return | 15.39% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,295 | $3,303+30.0% | $5,540-22.5% | $4,212+2.0% |
| Admin fee / account holder | $7,542 | $6,746+11.8% | $14,329-47.4% | $7,344+2.7% |