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 | $36,816 | $95,803-61.6% | $113,168-67.5% | $84,808-56.6% |
| Participation rate | 69.1% | 72.9%-3.7pp | 76.6%-7.4pp | 68.3%+0.8pp |
| Annual return | 26.30% | 25.00%+1.3pp | 24.27%+2.0pp | 40.90%-14.6pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,308 | $4,242-45.6% | $5,107-54.8% | $4,212-45.2% |
| Admin fee / account holder | $7,137 | $8,989-20.6% | $12,068-40.9% | $7,344-2.8% |