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 | $52,301 | $74,927-30.2% | $101,794-48.6% | $84,808-38.3% |
| Participation rate | 25.6% | 61.4%-35.8pp | 69.2%-43.6pp | 68.3%-42.7pp |
| Annual return | 14.96% | 18.70%-3.7pp | 30.53%-15.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,051 | $3,099-33.8% | $4,084-49.8% | $4,212-51.3% |
| Admin fee / account holder | $926 | $6,514-85.8% | $8,777-89.5% | $7,344-87.4% |