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 | $68,805 | $72,277-4.8% | $101,248-32.0% | $79,858-13.8% |
| Participation rate | 58.7% | 68.5%-9.8pp | 75.8%-17.1pp | 69.6%-10.9pp |
| Annual return | 12.59% | 22.30%-9.7pp | 46.47%-33.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,763 | $3,282-46.3% | $4,370-59.6% | $3,740-52.8% |
| Admin fee / account holder | $702 | $4,400-84.1% | $5,945-88.2% | $5,306-86.8% |