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 9-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 | $49,421 | $176,812-72.0% | $146,665-66.3% | $167,490-70.5% |
| Participation rate | 41.2% | 83.6%-42.4pp | 80.1%-38.9pp | 82.1%-40.9pp |
| Annual return | 21.04% | 24.03%-3.0pp | 22.74%-1.7pp | 478.56%-457.5pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,370 | $6,440-63.2% | $5,506-57.0% | $6,341-62.6% |
| Admin fee / account holder | $5,638 | $13,259-57.5% | $10,280-45.2% | $12,309-54.2% |