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 | $50,715 | $99,341-48.9% | $84,750-40.2% | $273,961-81.5% |
| Participation rate | 46.7% | 80.7%-34.0pp | 76.6%-29.9pp | 83.0%-36.3pp |
| Annual return | 6.92% | 22.93%-16.0pp | 22.78%-15.9pp | 41.45%-34.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,106 | $4,269-74.1% | $3,712-70.2% | $5,287-79.1% |
| Admin fee / account holder | $371 | $6,644-94.4% | $5,332-93.1% | $10,132-96.3% |