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 5-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 | $94,478 | $95,803-1.4% | $113,168-16.5% | $84,808+11.4% |
| Participation rate | 50.8% | 72.9%-22.0pp | 76.6%-25.7pp | 68.3%-17.5pp |
| Annual return | 14.23% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $757 | $2,360-67.9% | $2,975-74.6% | $2,631-71.2% |
| Participant deferral / active EE | $3,313 | $4,242-21.9% | $5,107-35.1% | $4,212-21.3% |
| Admin fee / account holder | $19,561 | $8,989+117.6% | $12,068+62.1% | $7,344+166.4% |