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 7-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 | $54,184 | $71,370-24.1% | $303,047-82.1% | $71,370-24.1% |
| Participation rate | 57.7% | 55.1%+2.5pp | 87.1%-29.4pp | 55.1%+2.5pp |
| Annual return | 26.38% | 15.87%+10.5pp | 2.47%+23.9pp | 15.87%+10.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $7,418-100.0% | $1,874-100.0% |
| Participant deferral / active EE | $4,477 | $2,656+68.6% | $5,070-11.7% | $2,656+68.6% |
| Admin fee / account holder | $2,714 | $6,050-55.1% | $39,333-93.1% | $6,050-55.1% |