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 | $52,455 | $65,041-19.4% | $90,951-42.3% | $79,858-34.3% |
| Participation rate | 58.0% | 61.6%-3.6pp | 69.0%-11.0pp | 69.6%-11.6pp |
| Annual return | 16.51% | 30.45%-13.9pp | 134.60%-118.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,282 | $2,512-9.1% | $3,373-32.3% | $3,740-39.0% |
| Admin fee / account holder | $3,977 | $4,536-12.3% | $5,959-33.3% | $5,306-25.0% |