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 | $61,220 | $33,246+84.1% | $147,955-58.6% | $33,246+84.1% |
| Participation rate | 40.0% | 92.1%-52.1pp | 93.3%-53.3pp | 92.1%-52.1pp |
| Annual return | 10.25% | 11.10%-0.9pp | 9.57%+0.7pp | 11.10%-0.9pp |
| Employer contribution / active EE | $0 | $11,635-100.0% | $9,679-100.0% | $11,635-100.0% |
| Participant deferral / active EE | $4,528 | $1,196+278.6% | $8,748-48.2% | $1,196+278.6% |
| Admin fee / account holder | $434 | $3,003-85.6% | $811-46.5% | $3,003-85.6% |