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 | $39,490 | $45,035-12.3% | $62,995-37.3% | $70,131-43.7% |
| Participation rate | 60.6% | 69.5%-8.9pp | 74.8%-14.2pp | 69.5%-8.9pp |
| Annual return | 15.07% | 18.76%-3.7pp | 87.57%-72.5pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,211 | $2,465-50.9% | $3,329-63.6% | $3,332-63.7% |
| Admin fee / account holder | $810 | $2,834-71.4% | $3,600-77.5% | $4,645-82.6% |