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 | $47,646 | $65,703-27.5% | $94,224-49.4% | $59,632-20.1% |
| Participation rate | 60.4% | 72.1%-11.7pp | 78.8%-18.4pp | 68.7%-8.3pp |
| Annual return | -1.43% | 5.22%-6.6pp | 10.68%-12.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,021 | $2,021-49.4% | $3,587-71.5% | $2,203-53.6% |
| Participant deferral / active EE | $3,195 | $3,143+1.7% | $4,320-26.0% | $3,192+0.1% |
| Admin fee / account holder | $769 | $4,264-82.0% | $6,269-87.7% | $4,297-82.1% |