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 | $83,472 | $107,452-22.3% | $91,541-8.8% | $142,382-41.4% |
| Participation rate | 25.0% | 75.1%-50.1pp | 69.8%-44.8pp | 80.1%-55.1pp |
| Annual return | 17.54% | 22.06%-4.5pp | 20.50%-3.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $595 | $2,994-80.1% | $2,505-76.2% | $4,299-86.2% |
| Participant deferral / active EE | $8,661 | $4,754+82.2% | $4,008+116.1% | $6,507+33.1% |
| Admin fee / account holder | $34,026 | $8,834+285.2% | $6,956+389.1% | $12,624+169.5% |