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 | $20,641 | $59,839-65.5% | $81,983-74.8% | $79,858-74.2% |
| Participation rate | 56.9% | 61.6%-4.7pp | 69.2%-12.3pp | 69.6%-12.7pp |
| Annual return | 14.35% | 17.56%-3.2pp | 41.31%-27.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,122 | $2,695-58.4% | $3,722-69.8% | $3,740-70.0% |
| Admin fee / account holder | $3,158 | $4,287-26.3% | $5,664-44.2% | $5,306-40.5% |