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 | $45,569 | $87,013-47.6% | $106,213-57.1% | $80,856-43.6% |
| Participation rate | 39.7% | 70.4%-30.7pp | 75.3%-35.6pp | 67.6%-27.9pp |
| Annual return | 14.82% | 17.05%-2.2pp | 116.14%-101.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,442 | $3,986-38.7% | $5,016-51.3% | $4,296-43.2% |
| Admin fee / account holder | $2,003 | $8,431-76.2% | $11,033-81.8% | $6,918-71.0% |