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 | $69,289 | $94,752-26.9% | $112,887-38.6% | $139,434-50.3% |
| Participation rate | 35.7% | 81.3%-45.5pp | 80.5%-44.8pp | 80.3%-44.6pp |
| Annual return | 26.50% | 40.88%-14.4pp | 34.10%-7.6pp | 372.94%-346.4pp |
| Employer contribution / active EE | $0 | $4,625-100.0% | $4,563-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,943 | $6,512-8.7% | $6,513-8.7% | $6,710-11.4% |
| Admin fee / account holder | $3,497 | $8,527-59.0% | $7,047-50.4% | $11,403-69.3% |