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 9-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 | $53,593 | $43,327+23.7% | $59,878-10.5% | $64,186-16.5% |
| Participation rate | 41.2% | 69.2%-28.0pp | 74.7%-33.5pp | 69.6%-28.4pp |
| Annual return | 5.95% | -1.55%+7.5pp | 3.46%+2.5pp | 7.63%-1.7pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,302 | $2,546-48.9% | $3,402-61.7% | $3,470-62.5% |
| Admin fee / account holder | $1,149 | $3,005-61.8% | $3,590-68.0% | $4,888-76.5% |