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 3-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 | $58,314 | $95,803-39.1% | $113,168-48.5% | $84,808-31.2% |
| Participation rate | 37.3% | 72.9%-35.5pp | 76.6%-39.2pp | 68.3%-31.0pp |
| Annual return | 23.08% | 25.00%-1.9pp | 24.27%-1.2pp | 40.90%-17.8pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,565 | $4,242-39.5% | $5,107-49.8% | $4,212-39.1% |
| Admin fee / account holder | $3,645 | $8,989-59.4% | $12,068-69.8% | $7,344-50.4% |