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 | $51,988 | $49,177+5.7% | $79,464-34.6% | $64,186-19.0% |
| Participation rate | 14.8% | 65.0%-50.2pp | 73.3%-58.5pp | 69.6%-54.8pp |
| Annual return | 2.03% | -1.16%+3.2pp | 718.14%-716.1pp | 7.63%-5.6pp |
| Employer contribution / active EE | $426 | $2,076-79.5% | $2,800-84.8% | $2,381-82.1% |
| Participant deferral / active EE | $808 | $2,821-71.3% | $3,704-78.2% | $3,470-76.7% |
| Admin fee / account holder | $38,170 | $3,839+894.3% | $5,113+646.5% | $4,888+680.9% |