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 10-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 | $38,830 | $62,586-38.0% | $76,768-49.4% | $64,186-39.5% |
| Participation rate | 51.6% | 72.8%-21.2pp | 77.0%-25.3pp | 69.6%-18.0pp |
| Annual return | 10.73% | -1.95%+12.7pp | 2.43%+8.3pp | 7.63%+3.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,430 | $3,145-54.5% | $3,852-62.9% | $3,470-58.8% |
| Admin fee / account holder | $2,662 | $4,667-43.0% | $6,675-60.1% | $4,888-45.5% |