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 | $77,296 | $91,190-15.2% | $178,490-56.7% | $79,858-3.2% |
| Participation rate | 43.2% | 69.2%-26.0pp | 81.9%-38.7pp | 69.6%-26.4pp |
| Annual return | 25.70% | 24.19%+1.5pp | 151.07%-125.4pp | 31.71%-6.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,555 | $3,236-21.1% | $5,202-50.9% | $3,740-31.7% |
| Admin fee / account holder | $1,554 | $6,751-77.0% | $13,984-88.9% | $5,306-70.7% |