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 | $58,878 | $45,566+29.2% | $64,105-8.2% | $59,632-1.3% |
| Participation rate | 22.0% | 60.2%-38.1pp | 68.2%-46.1pp | 68.7%-46.6pp |
| Annual return | -0.11% | 4.95%-5.1pp | 791.24%-791.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $142 | $934-84.8% | $1,820-92.2% | $2,203-93.6% |
| Participant deferral / active EE | $920 | $2,057-55.3% | $2,822-67.4% | $3,192-71.2% |
| Admin fee / account holder | $3,753 | $3,268+14.9% | $4,499-16.6% | $4,297-12.6% |