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 | $57,345 | $44,960+27.5% | $84,966-32.5% | $74,495-23.0% |
| Participation rate | 41.7% | 49.4%-7.7pp | 67.5%-25.8pp | 67.2%-25.5pp |
| Annual return | 18.17% | 26.24%-8.1pp | 66.38%-48.2pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $1,350 | $1,457-7.3% | $2,727-50.5% | $2,623-48.5% |
| Participant deferral / active EE | $2,143 | $2,731-21.5% | $4,519-52.6% | $4,346-50.7% |
| Admin fee / account holder | $3,708 | $2,209+67.9% | $6,149-39.7% | $1,942+91.0% |