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 | $62,822 | $73,933-15.0% | $96,683-35.0% | $75,163-16.4% |
| Participation rate | 41.5% | 66.4%-25.0pp | 74.3%-32.9pp | 67.2%-25.7pp |
| Annual return | 18.62% | 26.70%-8.1pp | 35.69%-17.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,335 | $3,659+45.8% | $4,878+9.4% | $4,125+29.3% |
| Admin fee / account holder | $543 | $5,216-89.6% | $6,730-91.9% | $5,651-90.4% |