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 | $65,910 | $55,706+18.3% | $75,886-13.1% | $72,985-9.7% |
| Participation rate | 39.4% | 61.1%-21.7pp | 69.3%-29.9pp | 69.5%-30.1pp |
| Annual return | 17.13% | 27.59%-10.5pp | 30.76%-13.6pp | 81.00%-63.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,329 | $2,634-11.6% | $3,603-35.4% | $3,607-35.4% |
| Admin fee / account holder | $17,523 | $3,978+340.5% | $5,418+223.4% | $5,124+242.0% |