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 | $40,185 | $60,892-34.0% | $82,389-51.2% | $84,808-52.6% |
| Participation rate | 50.0% | 63.3%-13.3pp | 69.5%-19.5pp | 68.3%-18.3pp |
| Annual return | 13.75% | 37.29%-23.5pp | 28.67%-14.9pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,405 | $3,179-24.3% | $4,155-42.1% | $4,212-42.9% |
| Admin fee / account holder | $2,489 | $5,467-54.5% | $7,231-65.6% | $7,344-66.1% |