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 | $55,563 | $56,767-2.1% | $101,794-45.4% | $85,563-35.1% |
| Participation rate | 19.8% | 57.6%-37.8pp | 69.2%-49.4pp | 66.0%-46.2pp |
| Annual return | 15.25% | 17.76%-2.5pp | 30.53%-15.3pp | 31.51%-16.3pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $993 | $2,720-63.5% | $4,084-75.7% | $4,375-77.3% |
| Admin fee / account holder | $7,996 | $1,098+628.2% | $8,777-8.9% | $834+858.6% |