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 | $29,633 | $56,897-47.9% | $84,750-65.0% | $62,891-52.9% |
| Participation rate | 58.5% | 68.5%-10.0pp | 76.6%-18.1pp | 69.3%-10.8pp |
| Annual return | 4.70% | 6.30%-1.6pp | 22.78%-18.1pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,026 | $2,709-25.2% | $3,712-45.4% | $3,203-36.7% |
| Admin fee / account holder | $9,889 | $3,581+176.2% | $5,332+85.5% | $4,296+130.2% |