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 | $27,925 | $72,177-61.3% | $115,037-75.7% | $59,632-53.2% |
| Participation rate | 64.8% | 72.6%-7.7pp | 81.4%-16.6pp | 68.7%-3.9pp |
| Annual return | 1.00% | 12.02%-11.0pp | 26.14%-25.1pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $3,641 | $2,841+28.2% | $4,608-21.0% | $2,203+65.3% |
| Participant deferral / active EE | $5,778 | $4,783+20.8% | $6,026-4.1% | $3,192+81.0% |
| Admin fee / account holder | $3,891 | $4,927-21.0% | $8,175-52.4% | $4,297-9.5% |