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 | $44,109 | $74,927-41.1% | $101,794-56.7% | $84,808-48.0% |
| Participation rate | 65.0% | 61.4%+3.6pp | 69.2%-4.2pp | 68.3%-3.3pp |
| Annual return | 15.98% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,863 | $3,099+56.9% | $4,084+19.1% | $4,212+15.5% |
| Admin fee / account holder | $8,224 | $6,514+26.3% | $8,777-6.3% | $7,344+12.0% |