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 | $53,696 | $71,050-24.4% | $93,606-42.6% | $80,856-33.6% |
| Participation rate | 22.2% | 60.4%-38.2pp | 68.7%-46.5pp | 67.6%-45.4pp |
| Annual return | 12.83% | 11.26%+1.6pp | 133.20%-120.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,848 | $4,034-54.2% | $4,411-58.1% | $4,296-57.0% |
| Admin fee / account holder | $595 | $6,945-91.4% | $8,285-92.8% | $6,918-91.4% |