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 4-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 | $55,618 | $80,673-31.1% | $101,326-45.1% | $84,808-34.4% |
| Participation rate | 68.6% | 77.8%-9.2pp | 81.5%-12.9pp | 68.3%+0.3pp |
| Annual return | 29.40% | 38.95%-9.6pp | 36.82%-7.4pp | 40.90%-11.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,764 | $6,840+86.6% | $7,994+59.7% | $4,212+203.1% |
| Admin fee / account holder | $13,294 | $12,784+4.0% | $11,185+18.9% | $7,344+81.0% |