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 | $57,259 | $84,233-32.0% | $170,442-66.4% | $70,131-18.4% |
| Participation rate | 23.3% | 70.8%-47.6pp | 83.6%-60.3pp | 69.5%-46.3pp |
| Annual return | 17.15% | 23.06%-5.9pp | 205.93%-188.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,288 | $3,086-58.2% | $4,939-73.9% | $3,332-61.3% |
| Admin fee / account holder | $9,176 | $5,698+61.0% | $13,880-33.9% | $4,645+97.5% |