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 | $61,213 | $64,480-5.1% | $81,382-24.8% | $80,856-24.3% |
| Participation rate | 22.9% | 63.9%-41.0pp | 69.5%-46.6pp | 67.6%-44.8pp |
| Annual return | 13.50% | 16.34%-2.8pp | 24.73%-11.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,473 | $3,094-52.4% | $3,883-62.1% | $4,296-65.7% |
| Admin fee / account holder | $1,936 | $5,671-65.9% | $5,768-66.4% | $6,918-72.0% |