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 | $46,887 | $71,050-34.0% | $93,606-49.9% | $80,856-42.0% |
| Participation rate | 62.5% | 60.4%+2.1pp | 68.7%-6.2pp | 67.6%-5.1pp |
| Annual return | 20.18% | 11.26%+8.9pp | 133.20%-113.0pp | 35.59%-15.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,056 | $4,034-24.2% | $4,411-30.7% | $4,296-28.9% |
| Admin fee / account holder | $1,653 | $6,945-76.2% | $8,285-80.0% | $6,918-76.1% |