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 3-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 | $48,915 | $80,673-39.4% | $101,326-51.7% | $84,808-42.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 81.5%-31.5pp | 68.3%-18.3pp |
| Annual return | 20.31% | 38.95%-18.6pp | 36.82%-16.5pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,275 | $6,840+6.3% | $7,994-9.0% | $4,212+72.7% |
| Admin fee / account holder | $12,643 | $12,784-1.1% | $11,185+13.0% | $7,344+72.2% |