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 | $67,558 | $77,503-12.8% | $100,391-32.7% | $80,856-16.4% |
| Participation rate | 51.9% | 76.9%-25.1pp | 81.5%-29.6pp | 67.6%-15.8pp |
| Annual return | 13.95% | 37.20%-23.2pp | 49.20%-35.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,356 | $2,801+19.8% | $3,942-14.9% | $2,755+21.8% |
| Participant deferral / active EE | $8,753 | $6,820+28.3% | $8,082+8.3% | $4,296+103.7% |
| Admin fee / account holder | $19,675 | $5,897+233.6% | $7,899+149.1% | $6,918+184.4% |