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 3-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 | $71,034 | $80,968-12.3% | $96,544-26.4% | $75,163-5.5% |
| Participation rate | 50.7% | 71.8%-21.1pp | 76.0%-25.3pp | 67.2%-16.5pp |
| Annual return | 16.24% | 27.06%-10.8pp | 25.84%-9.6pp | 160.62%-144.4pp |
| Employer contribution / active EE | $973 | $2,282-57.4% | $2,965-67.2% | $2,670-63.6% |
| Participant deferral / active EE | $3,103 | $3,928-21.0% | $4,851-36.0% | $4,125-24.8% |
| Admin fee / account holder | $35,095 | $6,724+421.9% | $8,252+325.3% | $5,651+521.0% |