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 | $26,204 | $56,054-53.3% | $171,082-84.7% | $62,891-58.3% |
| Participation rate | 55.2% | 62.9%-7.7pp | 76.7%-21.5pp | 69.3%-14.1pp |
| Annual return | 7.51% | 22.52%-15.0pp | 32.56%-25.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,106 | $3,158-65.0% | $4,797-76.9% | $3,203-65.5% |
| Admin fee / account holder | $1,446 | $3,647-60.4% | $8,520-83.0% | $4,296-66.3% |