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 | $59,152 | $51,175+15.6% | $70,515-16.1% | $75,163-21.3% |
| Participation rate | 27.3% | 60.9%-33.7pp | 68.3%-41.1pp | 67.2%-39.9pp |
| Annual return | 21.15% | 30.02%-8.9pp | 32.77%-11.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,681 | $2,849-41.0% | $4,567-63.2% | $4,125-59.3% |
| Admin fee / account holder | $1,684 | $4,091-58.8% | $6,412-73.7% | $5,651-70.2% |