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 | $67,003 | $127,065-47.3% | $113,168-40.8% | $142,382-52.9% |
| Participation rate | 41.7% | 79.2%-37.5pp | 76.6%-34.9pp | 80.1%-38.5pp |
| Annual return | 12.05% | 24.03%-12.0pp | 24.27%-12.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,763 | $3,442-48.8% | $2,975-40.7% | $4,299-59.0% |
| Participant deferral / active EE | $3,345 | $5,716-41.5% | $5,107-34.5% | $6,507-48.6% |
| Admin fee / account holder | $54,836 | $15,736+248.5% | $12,068+354.4% | $12,624+334.4% |