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 | $71,276 | $72,492-1.7% | $87,100-18.2% | $72,985-2.3% |
| Participation rate | 34.0% | 72.8%-38.8pp | 76.9%-42.8pp | 69.5%-35.4pp |
| Annual return | 21.75% | 24.46%-2.7pp | 28.19%-6.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,761 | $3,270-46.1% | $4,049-56.5% | $3,607-51.2% |
| Admin fee / account holder | $1,095 | $5,055-78.3% | $7,497-85.4% | $5,124-78.6% |