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 7-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 | $59,615 | $79,944-25.4% | $98,439-39.4% | $75,163-20.7% |
| Participation rate | 45.5% | 70.4%-24.9pp | 75.2%-29.7pp | 67.2%-21.7pp |
| Annual return | 15.11% | 19.75%-4.6pp | 21.16%-6.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,537 | $3,752-5.7% | $4,738-25.3% | $4,125-14.3% |
| Admin fee / account holder | $9,947 | $6,840+45.4% | $8,948+11.2% | $5,651+76.0% |