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 | $66,058 | $91,190-27.6% | $178,490-63.0% | $79,858-17.3% |
| Participation rate | 48.5% | 69.2%-20.7pp | 81.9%-33.4pp | 69.6%-21.1pp |
| Annual return | 23.71% | 24.19%-0.5pp | 151.07%-127.4pp | 31.71%-8.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,328 | $3,236-28.1% | $5,202-55.2% | $3,740-37.7% |
| Admin fee / account holder | $2,387 | $6,751-64.6% | $13,984-82.9% | $5,306-55.0% |