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 | $51,749 | $103,376-49.9% | $87,100-40.6% | $152,861-66.1% |
| Participation rate | 38.1% | 79.3%-41.2pp | 76.9%-38.8pp | 82.4%-44.4pp |
| Annual return | 17.19% | 28.10%-10.9pp | 28.19%-11.0pp | 345.32%-328.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,651 | $4,778-65.4% | $4,049-59.2% | $5,850-71.8% |
| Admin fee / account holder | $1,848 | $12,205-84.9% | $7,497-75.4% | $11,596-84.1% |