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 | $59,726 | $65,557-8.9% | $64,056-6.8% | $71,457-16.4% |
| Participation rate | 48.3% | 73.2%-24.8pp | 72.3%-24.0pp | 67.9%-19.6pp |
| Annual return | 17.48% | 18.94%-1.5pp | 33.69%-16.2pp | 28.85%-11.4pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,752 | $3,626-24.1% | $3,880-29.1% | $4,289-35.8% |
| Admin fee / account holder | $4,407 | $616+615.5% | $3,068+43.6% | $1,587+177.7% |