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 | $80,407 | $80,717-0.4% | $154,803-48.1% | $84,808-5.2% |
| Participation rate | 0.0% | 66.8%-66.8pp | 78.1%-78.1pp | 68.3%-68.3pp |
| Annual return | 16.92% | 37.96%-21.0pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $719 | $2,761-74.0% | $4,305-83.3% | $2,631-72.7% |
| Participant deferral / active EE | $1,692 | $3,303-48.8% | $5,540-69.5% | $4,212-59.8% |
| Admin fee / account holder | $748 | $6,746-88.9% | $14,329-94.8% | $7,344-89.8% |