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 | $46,198 | $107,791-57.1% | $90,645-49.0% | $135,375-65.9% |
| Participation rate | 25.0% | 78.0%-53.0pp | 74.0%-49.0pp | 82.6%-57.6pp |
| Annual return | 1.82% | -0.90%+2.7pp | 1.88%-0.1pp | 519.73%-517.9pp |
| Employer contribution / active EE | $526 | $3,018-82.6% | $2,532-79.2% | $4,779-89.0% |
| Participant deferral / active EE | $1,228 | $3,872-68.3% | $3,425-64.1% | $5,609-78.1% |
| Admin fee / account holder | $1,743 | $5,930-70.6% | $4,994-65.1% | $10,827-83.9% |