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 | $84,574 | $124,281-31.9% | $109,143-22.5% | $167,490-49.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 12.05% | 26.04%-14.0pp | 25.75%-13.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $2,144 | $4,207-49.1% | $3,722-42.4% | $4,837-55.7% |
| Participant deferral / active EE | $6,552 | $5,255+24.7% | $4,653+40.8% | $6,341+3.3% |
| Admin fee / account holder | $4,739 | $7,970-40.5% | $6,752-29.8% | $12,309-61.5% |