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 6-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 | $47,110 | $110,257-57.3% | $96,544-51.2% | $139,434-66.2% |
| Participation rate | 21.1% | 78.1%-57.0pp | 76.0%-54.9pp | 80.3%-59.3pp |
| Annual return | 21.61% | 26.32%-4.7pp | 25.84%-4.2pp | 372.94%-351.3pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,437 | $5,548-56.1% | $4,851-49.8% | $6,710-63.7% |
| Admin fee / account holder | $816 | $11,591-93.0% | $8,252-90.1% | $11,403-92.8% |