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 | $54,469 | $109,413-50.2% | $156,263-65.1% | $84,808-35.8% |
| Participation rate | 59.1% | 72.7%-13.6pp | 78.9%-19.8pp | 68.3%-9.2pp |
| Annual return | 12.71% | 20.18%-7.5pp | 59.47%-46.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,158 | $4,590-9.4% | $6,158-32.5% | $4,212-1.3% |
| Admin fee / account holder | $18,859 | $9,357+101.6% | $14,255+32.3% | $7,344+156.8% |