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 | $53,803 | $93,571-42.5% | $135,903-60.4% | $75,163-28.4% |
| Participation rate | 27.8% | 75.2%-47.4pp | 81.9%-54.1pp | 67.2%-39.4pp |
| Annual return | 19.04% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,937 | $6,404-38.5% | $7,758-49.3% | $4,125-4.6% |
| Admin fee / account holder | $8,631 | $6,975+23.7% | $10,762-19.8% | $5,651+52.7% |