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 | $44,606 | $69,977-36.3% | $108,579-58.9% | $62,891-29.1% |
| Participation rate | 55.9% | 72.9%-17.0pp | 79.6%-23.7pp | 69.3%-13.4pp |
| Annual return | 7.08% | 10.73%-3.6pp | -51.70%+58.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,293 | $3,165-27.6% | $4,311-46.8% | $3,203-28.4% |
| Admin fee / account holder | $9,940 | $5,076+95.8% | $7,645+30.0% | $4,296+131.4% |