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 | $32,055 | $41,377-22.5% | $109,313-70.7% | $62,891-49.0% |
| Participation rate | 41.9% | 57.5%-15.7pp | 71.3%-29.4pp | 69.3%-27.4pp |
| Annual return | 6.70% | 11.05%-4.3pp | 22.07%-15.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,266 | $2,045-38.1% | $3,166-60.0% | $3,203-60.5% |
| Admin fee / account holder | $3,155 | $2,884+9.4% | $5,666-44.3% | $4,296-26.5% |