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 | $28,130 | $48,364-41.8% | $71,796-60.8% | $62,891-55.3% |
| Participation rate | 52.0% | 60.6%-8.6pp | 69.1%-17.1pp | 69.3%-17.3pp |
| Annual return | 5.59% | 13.16%-7.6pp | 78.04%-72.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,560 | $2,091+22.4% | $2,794-8.4% | $3,203-20.1% |
| Admin fee / account holder | $1,064 | $3,771-71.8% | $4,815-77.9% | $4,296-75.2% |