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 9-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 | $77,555 | $109,359-29.1% | $162,163-52.2% | $72,985+6.3% |
| Participation rate | 58.9% | 84.3%-25.3pp | 87.6%-28.6pp | 69.5%-10.6pp |
| Annual return | 21.78% | 25.46%-3.7pp | 115.59%-93.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,317 | $5,481-3.0% | $7,298-27.1% | $3,607+47.4% |
| Admin fee / account holder | $12,526 | $7,972+57.1% | $10,843+15.5% | $5,124+144.4% |