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 | $49,240 | $51,175-3.8% | $70,515-30.2% | $75,163-34.5% |
| Participation rate | 16.1% | 60.9%-44.8pp | 68.3%-52.2pp | 67.2%-51.1pp |
| Annual return | 19.37% | 30.02%-10.7pp | 32.77%-13.4pp | 160.62%-141.2pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,321 | $2,849-53.6% | $4,567-71.1% | $4,125-68.0% |
| Admin fee / account holder | $23,120 | $4,091+465.2% | $6,412+260.6% | $5,651+309.1% |