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 | $64,090 | $74,927-14.5% | $101,794-37.0% | $84,808-24.4% |
| Participation rate | 50.9% | 61.4%-10.5pp | 69.2%-18.3pp | 68.3%-17.4pp |
| Annual return | 17.57% | 18.70%-1.1pp | 30.53%-13.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,255 | $3,099+5.0% | $4,084-20.3% | $4,212-22.7% |
| Admin fee / account holder | $8,810 | $6,514+35.3% | $8,777+0.4% | $7,344+20.0% |