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 | $70,800 | $64,186+10.3% | $70,8000% | $64,186+10.3% |
| Participation rate | 38.1% | 69.6%-31.5pp | 38.1%0pp | 69.6%-31.5pp |
| Annual return | -7.88% | 7.63%-15.5pp | -7.88%0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $956 | $2,381-59.8% | $9560% | $2,381-59.8% |
| Participant deferral / active EE | $2,275 | $3,470-34.4% | $2,2750% | $3,470-34.4% |
| Admin fee / account holder | $1,467 | $4,888-70.0% | $1,4670% | $4,888-70.0% |