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 | $41,569 | $72,277-42.5% | $101,248-58.9% | $79,858-47.9% |
| Participation rate | 58.5% | 68.5%-9.9pp | 75.8%-17.3pp | 69.6%-11.1pp |
| Annual return | 14.22% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,671 | $3,282+42.4% | $4,370+6.9% | $3,740+24.9% |
| Admin fee / account holder | $6,126 | $4,400+39.2% | $5,945+3.0% | $5,306+15.5% |