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 | $70,432 | $105,630-33.3% | $87,507-19.5% | $273,961-74.3% |
| Participation rate | 33.3% | 78.2%-44.9pp | 73.8%-40.5pp | 83.0%-49.7pp |
| Annual return | 4.73% | 12.25%-7.5pp | 12.21%-7.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $715 | $3,141-77.2% | $2,550-71.9% | $4,869-85.3% |
| Participant deferral / active EE | $2,630 | $3,601-27.0% | $3,149-16.5% | $5,287-50.3% |
| Admin fee / account holder | $46,040 | $4,781+863.0% | $4,221+990.8% | $10,132+354.4% |