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 | $43,270 | $60,022-27.9% | $88,946-51.4% | $84,808-49.0% |
| Participation rate | 18.6% | 57.8%-39.2pp | 68.8%-50.2pp | 68.3%-49.7pp |
| Annual return | 13.65% | 22.43%-8.8pp | 57.82%-44.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,066 | $3,114-65.8% | $4,581-76.7% | $4,212-74.7% |
| Admin fee / account holder | $9,262 | $4,811+92.5% | $8,261+12.1% | $7,344+26.1% |