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 | $66,354 | $80,717-17.8% | $154,803-57.1% | $84,808-21.8% |
| Participation rate | 6.5% | 66.8%-60.4pp | 78.1%-71.6pp | 68.3%-61.9pp |
| Annual return | 20.10% | 37.96%-17.9pp | 58.88%-38.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $493 | $2,761-82.1% | $4,305-88.6% | $2,631-81.3% |
| Participant deferral / active EE | $893 | $3,303-73.0% | $5,540-83.9% | $4,212-78.8% |
| Admin fee / account holder | $777 | $6,746-88.5% | $14,329-94.6% | $7,344-89.4% |