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 | $50,345 | $65,041-22.6% | $90,951-44.6% | $79,858-37.0% |
| Participation rate | 45.3% | 61.6%-16.3pp | 69.0%-23.7pp | 69.6%-24.3pp |
| Annual return | 19.12% | 30.45%-11.3pp | 134.60%-115.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,204 | $2,512-12.3% | $3,373-34.6% | $3,740-41.1% |
| Admin fee / account holder | $1,903 | $4,536-58.0% | $5,959-68.1% | $5,306-64.1% |