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 | $45,999 | $74,927-38.6% | $101,794-54.8% | $84,808-45.8% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.2%-19.2pp | 68.3%-18.3pp |
| Annual return | 16.69% | 18.70%-2.0pp | 30.53%-13.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,171 | $3,099+34.6% | $4,084+2.1% | $4,212-1.0% |
| Admin fee / account holder | $2,959 | $6,514-54.6% | $8,777-66.3% | $7,344-59.7% |