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 | $28,800 | $109,881-73.8% | $150,045-80.8% | $84,808-66.0% |
| Participation rate | 54.0% | 76.1%-22.1pp | 82.3%-28.3pp | 68.3%-14.3pp |
| Annual return | 17.96% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,365 | $6,636-34.2% | $7,997-45.4% | $4,212+3.7% |
| Admin fee / account holder | $1,423 | $8,568-83.4% | $13,435-89.4% | $7,344-80.6% |