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 | $57,636 | $116,175-50.4% | $93,606-38.4% | $152,861-62.3% |
| Participation rate | 39.1% | 78.0%-38.9pp | 75.8%-36.7pp | 82.4%-43.3pp |
| Annual return | 10.14% | 35.96%-25.8pp | 32.76%-22.6pp | 345.32%-335.2pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,522 | $4,603-23.5% | $4,069-13.4% | $5,850-39.8% |
| Admin fee / account holder | $1,840 | $10,748-82.9% | $7,888-76.7% | $11,596-84.1% |