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 | $53,590 | $86,944-38.4% | $107,525-50.2% | $74,304-27.9% |
| Participation rate | 50.0% | 59.6%-9.6pp | 75.1%-25.1pp | 60.3%-10.3pp |
| Annual return | 14.43% | 23.52%-9.1pp | 181.32%-166.9pp | 29.43%-15.0pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,013 | $3,554-43.4% | $5,116-60.6% | $3,767-46.6% |
| Admin fee / account holder | $5,001 | $3,727+34.2% | $8,919-43.9% | $2,969+68.5% |