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 | $68,303 | $99,341-31.2% | $84,750-19.4% | $273,961-75.1% |
| Participation rate | 52.2% | 80.7%-28.5pp | 76.6%-24.4pp | 83.0%-30.8pp |
| Annual return | 6.75% | 22.93%-16.2pp | 22.78%-16.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,229 | $4,269-71.2% | $3,712-66.9% | $5,287-76.7% |
| Admin fee / account holder | $2,250 | $6,644-66.1% | $5,332-57.8% | $10,132-77.8% |