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 | $70,900 | $95,266-25.6% | $82,389-13.9% | $142,382-50.2% |
| Participation rate | 52.9% | 74.5%-21.5pp | 69.5%-16.6pp | 80.1%-27.2pp |
| Annual return | 12.65% | 25.74%-13.1pp | 28.67%-16.0pp | 217.08%-204.4pp |
| Employer contribution / active EE | $742 | $2,991-75.2% | $2,517-70.5% | $4,299-82.7% |
| Participant deferral / active EE | $7,146 | $4,809+48.6% | $4,155+72.0% | $6,507+9.8% |
| Admin fee / account holder | $26,404 | $8,563+208.3% | $7,231+265.2% | $12,624+109.2% |