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 | $72,063 | $78,672-8.4% | $109,143-34.0% | $85,850-16.1% |
| Participation rate | 63.0% | 68.3%-5.3pp | 75.9%-12.9pp | 69.3%-6.4pp |
| Annual return | 23.33% | 25.09%-1.8pp | 25.75%-2.4pp | 318.53%-295.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,976 | $3,467-43.0% | $4,653-57.5% | $3,952-50.0% |
| Admin fee / account holder | $20,187 | $5,469+269.1% | $6,752+199.0% | $6,260+222.5% |