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 | $57,462 | $89,753-36.0% | $107,525-46.6% | $84,808-32.2% |
| Participation rate | 24.5% | 68.1%-43.6pp | 75.1%-50.6pp | 68.3%-43.8pp |
| Annual return | 13.29% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,041 | $4,056-49.7% | $5,116-60.1% | $4,212-51.5% |
| Admin fee / account holder | $7,524 | $7,222+4.2% | $8,919-15.6% | $7,344+2.5% |