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 | $54,001 | $72,492-25.5% | $87,100-38.0% | $72,985-26.0% |
| Participation rate | 50.8% | 72.8%-22.0pp | 76.9%-26.0pp | 69.5%-18.7pp |
| Annual return | 17.87% | 24.46%-6.6pp | 28.19%-10.3pp | 81.00%-63.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,473 | $3,270-54.9% | $4,049-63.6% | $3,607-59.2% |
| Admin fee / account holder | $15,299 | $5,055+202.7% | $7,497+104.1% | $5,124+198.6% |