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 | $41,286 | $83,477-50.5% | $125,175-67.0% | $72,985-43.4% |
| Participation rate | 63.0% | 73.3%-10.3pp | 79.8%-16.8pp | 69.5%-6.5pp |
| Annual return | 20.15% | 25.78%-5.6pp | 43.79%-23.6pp | 81.00%-60.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,858 | $3,585-48.2% | $4,937-62.4% | $3,607-48.5% |
| Admin fee / account holder | $1,302 | $5,517-76.4% | $9,702-86.6% | $5,124-74.6% |