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 | $42,533 | $117,983-63.9% | $101,794-58.2% | $142,382-70.1% |
| Participation rate | 29.2% | 74.2%-45.1pp | 69.2%-40.0pp | 80.1%-51.0pp |
| Annual return | 10.93% | 36.92%-26.0pp | 30.53%-19.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,270 | $4,714-73.0% | $4,084-68.9% | $6,507-80.5% |
| Admin fee / account holder | $3,357 | $10,433-67.8% | $8,777-61.8% | $12,624-73.4% |