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 | $59,931 | $78,705-23.9% | $117,854-49.1% | $70,131-14.5% |
| Participation rate | 67.3% | 73.2%-5.9pp | 79.7%-12.4pp | 69.5%-2.2pp |
| Annual return | 15.88% | 23.30%-7.4pp | 335.08%-319.2pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,224 | $3,297-2.2% | $4,482-28.1% | $3,332-3.2% |
| Admin fee / account holder | $538 | $5,065-89.4% | $8,020-93.3% | $4,645-88.4% |