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 | $61,462 | $94,625-35.0% | $116,228-47.1% | $84,808-27.5% |
| Participation rate | 42.1% | 70.4%-28.3pp | 74.6%-32.4pp | 68.3%-26.2pp |
| Annual return | 15.94% | 20.40%-4.5pp | 90.06%-74.1pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,893 | $3,972-52.3% | $4,953-61.8% | $4,212-55.0% |
| Admin fee / account holder | $1,163 | $10,091-88.5% | $11,989-90.3% | $7,344-84.2% |