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 | $82,801 | $81,248+1.9% | $155,509-46.8% | $80,856+2.4% |
| Participation rate | 33.7% | 66.2%-32.5pp | 78.2%-44.5pp | 67.6%-33.9pp |
| Annual return | 13.31% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,549 | $3,100-50.0% | $4,672-66.8% | $2,755-43.8% |
| Participant deferral / active EE | $3,312 | $3,452-4.0% | $5,626-41.1% | $4,296-22.9% |
| Admin fee / account holder | $959 | $7,997-88.0% | $15,912-94.0% | $6,918-86.1% |