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 | $84,212 | $127,065-33.7% | $113,168-25.6% | $142,382-40.9% |
| Participation rate | 45.0% | 79.2%-34.2pp | 76.6%-31.6pp | 80.1%-35.1pp |
| Annual return | 16.97% | 24.03%-7.1pp | 24.27%-7.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,894 | $5,716-66.9% | $5,107-62.9% | $6,507-70.9% |
| Admin fee / account holder | $3,346 | $15,736-78.7% | $12,068-72.3% | $12,624-73.5% |