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 5-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 | $46,138 | $214,378-78.5% | $200,582-77.0% | $142,382-67.6% |
| Participation rate | 57.9% | 87.4%-29.5pp | 86.9%-29.0pp | 80.1%-22.2pp |
| Annual return | 23.56% | 46.41%-22.8pp | 42.33%-18.8pp | 217.08%-193.5pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,290 | $9,865+4.3% | $9,331+10.3% | $6,507+58.1% |
| Admin fee / account holder | $8,560 | $17,692-51.6% | $16,305-47.5% | $12,624-32.2% |