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 | $73,280 | $179,726-59.2% | $156,263-53.1% | $142,382-48.5% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.9%-38.9pp | 80.1%-40.1pp |
| Annual return | 15.25% | 77.86%-62.6pp | 59.47%-44.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,531 | $6,956-20.5% | $6,158-10.2% | $6,507-15.0% |
| Admin fee / account holder | $1,045 | $17,272-94.0% | $14,255-92.7% | $12,624-91.7% |