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 | $60,205 | $48,076+25.2% | $78,689-23.5% | $62,891-4.3% |
| Participation rate | 28.1% | 65.2%-37.1pp | 73.6%-45.4pp | 69.3%-41.2pp |
| Annual return | 6.57% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,622 | $2,588-37.3% | $3,517-53.9% | $3,203-49.4% |
| Admin fee / account holder | $2,944 | $3,207-8.2% | $4,510-34.7% | $4,296-31.5% |