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 | $58,666 | $106,584-45.0% | $101,326-42.1% | $142,382-58.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 13.71% | 36.93%-23.2pp | 36.82%-23.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $265 | $3,956-93.3% | $3,665-92.8% | $4,299-93.8% |
| Participant deferral / active EE | $12,079 | $8,297+45.6% | $7,994+51.1% | $6,507+85.6% |
| Admin fee / account holder | $14,648 | $11,446+28.0% | $11,185+31.0% | $12,624+16.0% |