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 | $21,826 | $52,681-58.6% | $75,781-71.2% | $59,632-63.4% |
| Participation rate | 67.4% | 67.2%+0.2pp | 75.8%-8.4pp | 68.7%-1.2pp |
| Annual return | -1.42% | 2.95%-4.4pp | 9.68%-11.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $2,159 | $2,193-1.6% | $3,323-35.0% | $2,203-2.0% |
| Participant deferral / active EE | $3,362 | $2,591+29.8% | $3,651-7.9% | $3,192+5.3% |
| Admin fee / account holder | $387 | $3,610-89.3% | $5,299-92.7% | $4,297-91.0% |