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 4-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 | $70,328 | $89,698-21.6% | $103,476-32.0% | $80,856-13.0% |
| Participation rate | 33.9% | 76.0%-42.0pp | 80.5%-46.6pp | 67.6%-33.7pp |
| Annual return | 14.25% | 22.78%-8.5pp | 23.90%-9.7pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,566 | $4,018-61.0% | $4,672-66.5% | $2,755-43.1% |
| Participant deferral / active EE | $2,773 | $5,456-49.2% | $6,623-58.1% | $4,296-35.4% |
| Admin fee / account holder | $3,892 | $6,768-42.5% | $9,413-58.7% | $6,918-43.7% |