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 | $54,609 | $70,475-22.5% | $100,516-45.7% | $79,858-31.6% |
| Participation rate | 56.9% | 73.7%-16.8pp | 79.4%-22.5pp | 69.6%-12.8pp |
| Annual return | 16.56% | 21.90%-5.3pp | 30.89%-14.3pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,761 | $5,181+49.8% | $6,270+23.8% | $3,740+107.5% |
| Admin fee / account holder | $22,586 | $4,478+404.3% | $8,081+179.5% | $5,306+325.6% |