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 | $52,038 | $56,897-8.5% | $84,750-38.6% | $62,891-17.3% |
| Participation rate | 26.3% | 68.5%-42.3pp | 76.6%-50.3pp | 69.3%-43.1pp |
| Annual return | 6.39% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,450 | $2,709-46.5% | $3,712-60.9% | $3,203-54.7% |
| Admin fee / account holder | $1,115 | $3,581-68.9% | $5,332-79.1% | $4,296-74.1% |