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 | $62,036 | $81,248-23.6% | $155,509-60.1% | $80,856-23.3% |
| Participation rate | 23.3% | 66.2%-43.0pp | 78.2%-54.9pp | 67.6%-44.4pp |
| Annual return | 14.39% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $925 | $3,452-73.2% | $5,626-83.6% | $4,296-78.5% |
| Admin fee / account holder | $6,692 | $7,997-16.3% | $15,912-57.9% | $6,918-3.3% |