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 | $55,589 | $93,170-40.3% | $100,534-44.7% | $84,808-34.5% |
| Participation rate | 31.3% | 75.8%-44.6pp | 80.6%-49.4pp | 68.3%-37.1pp |
| Annual return | 18.70% | 47.13%-28.4pp | 32.66%-14.0pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $3,985-100.0% | $4,346-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,934 | $5,699-48.5% | $6,144-52.2% | $4,212-30.3% |
| Admin fee / account holder | $1,070 | $7,382-85.5% | $7,654-86.0% | $7,344-85.4% |