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 | $56,704 | $91,552-38.1% | $133,956-57.7% | $79,858-29.0% |
| Participation rate | 43.8% | 73.3%-29.6pp | 79.8%-36.1pp | 69.6%-25.9pp |
| Annual return | 14.12% | 61.85%-47.7pp | 45.09%-31.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,847 | $3,733-50.5% | $5,048-63.4% | $3,740-50.6% |
| Admin fee / account holder | $1,630 | $6,321-74.2% | $8,927-81.7% | $5,306-69.3% |