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 | $50,205 | $50,982-1.5% | $154,803-67.6% | $85,563-41.3% |
| Participation rate | 21.9% | 59.8%-37.9pp | 78.1%-56.2pp | 66.0%-44.1pp |
| Annual return | 17.41% | 30.35%-12.9pp | 58.88%-41.5pp | 31.51%-14.1pp |
| Employer contribution / active EE | $544 | $1,708-68.2% | $4,305-87.4% | $2,654-79.5% |
| Participant deferral / active EE | $980 | $2,474-60.4% | $5,540-82.3% | $4,375-77.6% |
| Admin fee / account holder | $8,357 | $846+887.9% | $14,329-41.7% | $834+901.8% |