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 | $36,402 | $67,606-46.2% | $82,313-55.8% | $70,131-48.1% |
| Participation rate | 68.7% | 72.8%-4.1pp | 76.9%-8.2pp | 69.5%-0.9pp |
| Annual return | 36.25% | 21.57%+14.7pp | 25.88%+10.4pp | 73.14%-36.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,161 | $2,987-27.7% | $3,706-41.7% | $3,332-35.1% |
| Admin fee / account holder | $13,335 | $4,512+195.5% | $5,608+137.8% | $4,645+187.1% |