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 | $41,899 | $80,968-48.3% | $96,544-56.6% | $75,163-44.3% |
| Participation rate | 28.6% | 71.8%-43.2pp | 76.0%-47.4pp | 67.2%-38.6pp |
| Annual return | 14.48% | 27.06%-12.6pp | 25.84%-11.4pp | 160.62%-146.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,722 | $3,928-30.7% | $4,851-43.9% | $4,125-34.0% |
| Admin fee / account holder | $3,607 | $6,724-46.4% | $8,252-56.3% | $5,651-36.2% |