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 | $52,533 | $110,257-52.4% | $96,544-45.6% | $139,434-62.3% |
| Participation rate | 56.3% | 78.1%-21.8pp | 76.0%-19.7pp | 80.3%-24.1pp |
| Annual return | 12.81% | 26.32%-13.5pp | 25.84%-13.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,968 | $5,548-28.5% | $4,851-18.2% | $6,710-40.9% |
| Admin fee / account holder | $23,264 | $11,591+100.7% | $8,252+181.9% | $11,403+104.0% |