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 | $64,279 | $71,370-9.9% | $386,318-83.4% | $71,370-9.9% |
| Participation rate | 45.7% | 55.1%-9.4pp | 67.7%-22.0pp | 55.1%-9.4pp |
| Annual return | 16.20% | 15.87%+0.3pp | -2.64%+18.8pp | 15.87%+0.3pp |
| Employer contribution / active EE | $756 | $1,874-59.7% | $4,025-81.2% | $1,874-59.7% |
| Participant deferral / active EE | $1,648 | $2,656-37.9% | $3,524-53.2% | $2,656-37.9% |
| Admin fee / account holder | $7,016 | $6,050+16.0% | $16,179-56.6% | $6,050+16.0% |