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 8-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 | $47,116 | $106,515-55.8% | $96,683-51.3% | $139,434-66.2% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.3%-10.1pp | 80.3%-16.0pp |
| Annual return | 19.54% | 38.43%-18.9pp | 35.69%-16.2pp | 372.94%-353.4pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,258 | $5,454-40.3% | $4,878-33.2% | $6,710-51.4% |
| Admin fee / account holder | $1,687 | $7,877-78.6% | $6,730-74.9% | $11,403-85.2% |