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 | $63,525 | $80,968-21.5% | $96,544-34.2% | $75,163-15.5% |
| Participation rate | 38.7% | 71.8%-33.1pp | 76.0%-37.3pp | 67.2%-28.5pp |
| Annual return | 19.99% | 27.06%-7.1pp | 25.84%-5.8pp | 160.62%-140.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,210 | $3,928-43.8% | $4,851-54.5% | $4,125-46.4% |
| Admin fee / account holder | $1,430 | $6,724-78.7% | $8,252-82.7% | $5,651-74.7% |