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 5-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 | $48,546 | $107,452-54.8% | $91,541-47.0% | $142,382-65.9% |
| Participation rate | 15.4% | 75.1%-59.7pp | 69.8%-54.4pp | 80.1%-64.7pp |
| Annual return | 18.07% | 22.06%-4.0pp | 20.50%-2.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $871 | $4,754-81.7% | $4,008-78.3% | $6,507-86.6% |
| Admin fee / account holder | $513 | $8,834-94.2% | $6,956-92.6% | $12,624-95.9% |