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 | $65,586 | $93,071-29.5% | $74,583-12.1% | $273,961-76.1% |
| Participation rate | 22.2% | 74.9%-52.7pp | 68.1%-45.9pp | 83.0%-60.8pp |
| Annual return | 5.51% | 26.18%-20.7pp | 20.47%-15.0pp | 41.45%-35.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,394 | $4,160-18.4% | $3,458-1.8% | $5,287-35.8% |
| Admin fee / account holder | $1,033 | $5,272-80.4% | $4,138-75.0% | $10,132-89.8% |