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 | $42,025 | $52,681-20.2% | $75,781-44.5% | $59,632-29.5% |
| Participation rate | 46.9% | 67.2%-20.3pp | 75.8%-28.9pp | 68.7%-21.8pp |
| Annual return | -2.02% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $571 | $2,193-74.0% | $3,323-82.8% | $2,203-74.1% |
| Participant deferral / active EE | $2,439 | $2,591-5.8% | $3,651-33.2% | $3,192-23.6% |
| Admin fee / account holder | $6,594 | $3,610+82.7% | $5,299+24.4% | $4,297+53.5% |